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Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

Hedgeye Podcasts

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The Secret to the Universe Is Calculus

We're just coming off the mother of all pychi peaks in growth. The government right now is spending about 15 % a tax revenue to pay those coupons. If that coupon doubles or goes up by 70 %, well all a sudden the government's going to have to dole out 30%. And we can't let that hapeent, cause we run into the death doom loop where we have inflation and negative g d p growth. I believe it's not about the election, in my view, whatc our good froncil bath sat. i actually think it's about finding a spot on the yield curve where the treasury can finance at a low yield. That will be an inverted

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