The Contrarian Investor Podcast cover image

Markets Face Headwinds in First Half of 2024: Barry Knapp, Ironsides Macroeconomics

The Contrarian Investor Podcast

00:00

The Favorable View on the Short End of the Curve

The speaker discusses their positive outlook on two-year Treasury bonds, attributing it to a weak labor market and overestimation of small business employment. They highlight the importance of an inversion in the twos tens curve for a strong demand in the back end of the Treasury market.

Transcript
Play full episode

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