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The Bond Market Has Spoken. Should Investors Listen? | Joseph Wang & Harley Bassman
Forward Guidance
The Pros and Cons of Tightening the Euro Dollar Put Contracts
Harley: I think the bigger part of the tightening is going to be in the term premium just through quantitative tightening. And if you don't have an aggressive QT, I think you probably have to high-chire. He adds that there are a lot of equities out there that are kind of like bond properties. Harley: Long tech stocks are more like bonds in any respects.
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