
94. MONEY | SELL The CPI News?! & How to Play “The Decade of Financial Rollercoasters”
Alfalfa Podcast
00:00
Is the Long Bond Thing a Good Idea?
Bonds went to hell during COVID, right? We definitely lost money during that crash. But let's assume it's just recessionary. You might as typically aren't going to do well in a recession because demand goes down. I'm questioning the long bond thesis still to be honest. Like I don't see that playing out unless you're playing like a much shorter time horizon than I am.
Transcript
Play full episode