AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Forward Guidance
Is Your Trade of Long a Certain June Sofer 2023 in Short the December 2024?
In most environments when you have an in a positively sloped yield curve It pays you positive carry to be long long-term bonds and short short-term bonds or financing overnight You're on repo your short-term bond. That doesn't exist right now so there's a fairly big hurdle for investors to buy bonds now. Is your trade of long a certain june 2023 in short the december 2024? I think is that a Positive carry or a negative carry position and to what degree does that uh depend on the curve? Well, it's a comp that's a complicated question.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode