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13min chapter
Is a Second Wave of Inflation Coming? With Vincent Deluard and Raoul Pal
Real Vision: Finance & Investing
The Impact of Higher Long-Term Rates on the Equity Market
The speakers discuss the potential impact of higher long-term rates on the equity market. They highlight the significant increase in short-term risk rates and argue that stocks have not adjusted to this new reality. They also mention the imbalance between buyers and sellers in the treasury and equity markets, attributing it to passive investment strategies and the concentration of highly valued stocks in certain indexes. The speakers suggest that gold and inflation-protected securities may be attractive investments given the recent yield movements.
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