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Timestamps:
(00:00) Introduction
(00:30) Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise
(05:25) Potential For An Bond Auction Failure
(06:44) U.S Government Borrowing: Treasury Bills vs. Treasury Coupons
(21:49) Conditions At Recent Treasury Market Auctions
(25:13) Short Bonds, But Not Wildly Bearish
(26:13) VanEck Ad
(27:14) Is Yield Curve Steepener Trade Positive Carry or Negative Carry?
(28:43) Inflation Volatility Is Bad For Term Premia
(33:13) Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert?
(39:10) Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely)
(54:24) Volatility In The Bond Market
(01:02:21) Relative to Bonds, Nick Is Bullish On Stocks
(01:07:49) The Labor Market
(01:09:53) GameStop and the Return of Meme Stocks
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
