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The Stock Market Is Stupidly Overvalued With Mark Spiegel

Lead-Lag Live

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Is It a Secular Issue or a Non-Secular Issue?

The big question then to me is, and I don't disagree. You could have a complete round trip of the post COVID run in the large market cap oriented ones. So what would you think that bonds would look like at that point in time? Where would the 10 year you'll be? And yeah, because that's been sort of the, what I've said many times has beensort of the hell, right? That treasuries fail to act at the safe haven all while credit spread stayed fairly tight.

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