The Intersection of Bond Markets and Monetary Policy Risks

This chapter explores the evolving perceptions of U.S. Treasury bonds as traditional safe assets amid rising national debt and inflation. It highlights the increasing awareness among bond investors regarding the intricate links between monetary policy, deficits, and economic growth.

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Episode notes

Preston Pysh and Luke Gromen talks about the current events unfolding around the Fed’s current rate hike pause, whether this is it or will they keep on tightening in future meetings. They talk about the energy market, its impact on treasury yields, the Bitcoin shift that’s currently taking place, and more.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:26 - The FED recently paused with their efforts to raise interest rates - what's happening?

04:08 - Everyone's talking about the TGA needing refilled, what's actually happening?

15:14 - How does the US Government need to issue 2.1 Trillion in the second half of 2023 and what's the impact?

30:03 - What is happening with the current number of cardboard boxes and why is it important?

37:52 - What's happening in the energy market right now?

59:14 - Luke's thoughts on Blackrock Bitcoin ETF.

01:04:25 - What's happening in US - China Relations right now?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Luke Gromen's Newsletter.
Luke's Books on Amazon.
Luke's company FFTT.
Related episode: Listen to BTC101: 4th Quarter Macro Overview w/ Luke Gromen, or watch the video.
Related episode: Listen to BTC067: Russia Ukraine War & Global Macro Impacts w/ Luke Gromen, or watch the video.

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