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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Forward Guidance
Introduction
An interview with a seasoned bond trader expressing preference for equities over bonds, citing a lack of convincing data. The discussion delves into the growing investments in equities, predictions on future market shifts, and considerations of treasury supply and US elections.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode