1min chapter

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Can the Markets Cause a Recession (EP.249)

Animal Spirits Podcast

CHAPTER

What Is the Holding Profile for Treasuries?

It is tricky, because if you don't like the returns on bonds, and again, who does, what are you gong to do? Are yougoig to kep it in cash and lock in that negative real return? Are you going to put it back in th stocks? If you're all ready pretty exposed to stocks? It's not easy. Real estate. And it's soething. Stocks are like a screaming by here where it's not an easy time. I know it never is, but it's particularly challenging. The monstrosities that are going on on te other side of the world are almost like back burner now, because the market has calmed down

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