Animal Spirits Podcast cover image

Why So Bearish? (EP.272)

Animal Spirits Podcast

00:00

I'm Throwing a Yellow Card for Your Chart

Investors were naively hoping for a pawell pivot, but instead he doubled down on the fed's inflation fighting credibility. Michael arone: Things are so weird that we haven't even really spoken much about the yelt curve, which is inverted all over the frekant place. The six month treasury yields three point two % and the tenure is three zero five.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app