Unusual Whales cover image

Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Unusual Whales

00:00

The Cyclical to Secular Argument for the Bond Market

The bond market has been very wrong for two years now on multiple occasions. We're in a different dynamic where there are much bigger structural secular things going on that are driving inflation primarily labor de-globalization technology and all of those things matter way more at this point than the cyclical outcome. What is very scary to me with respect to china is i think the cyclical headwind is cascading into the secular headwind at the same time if you guys haven't listened to the odd lots of interview um uh that they did with Richard coup recently i would encourage it because he studied the whole japan lost decades extensively.

Play episode from 01:21:34
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app