4min chapter

Forward Guidance cover image

Liquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey Sherman

Forward Guidance

CHAPTER

How Much Confidence Do You Have for the Long Bond?

The 30 year treasury bond has sold off tremendously, rallied over the past month. We've actually been buying the long bond this year because it has that chance of the risk off. So even though our duration short in the market, we pite on a little more key rate duration longer.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode