3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Taking a Point of Time to Make a Trend Out of a Mean

The only corporates that make sense right now are really your triple Bs. Mortgage rate, mortgage-backed securities don't make a lot of sense in the current environment. I see us having a reversion to the mean with inflation at 2%, 3%. But I still believe that energy prices are going to continue to go up.

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