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Are Bonds in the Driver's Seat? with Jared Dillian

Real Vision: Finance & Investing

00:00

Stocks Rallying Today

What you saw, as of a couple of days ago, was really a peak in the differential between stock bonds sentiment. That's going to unwind. If you bought TLT and sold spy and just left it on for three months and didn't look at it, you would make money. So I'm actually short stocks and long bonds. And I got short the S&P a little bit below 4600 and been kind of sneaking into a bond position. But yeah, a little bit of relief rally. By the end of next week, I think the S-P will be like 4400 or something like that.

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