DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal
The Delphi Podcast
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Bonds and Bond Yields Are Snippeting It Out
Inflation expectations were running high. This was the point when jeff gunlack was saying, interest rates are going to sixpert that was at the top of the chart of truth channel. Oil then cracked, which i think is going to happen. And it fell forty five % in two months. Bonds started sniffing it out just likean i wrote some of this presentation last month and i've been expecting that shift where bondyeell start falling while equities fall. But you can see c p i, if i look at commodity prices, they're already telling us c p i is about to come lower. It seems to be slightly lagged, but it's coming. If
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