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#997 Darius On Why Inflation May Be Here To Stay

The Pomp Podcast

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Is There a Sharper Deceleration in Growth in the Bond Market?

Roland Martin: What would be the thing that n convessors should watch for? Like, what are the milestones, the markers, the weight points on that journey that you're like, yeah, this is the stuff i'd be paying attention to, uh, aggressively. He says there's a sharper deceleration in growth starting in july and persisting through the back end of the year. But he expects bonds to rally, bonus to go down, once the growth starts to really pick up, to the down side. And one final thing that institutions do, generally speaking, than i think in retail investors do poorly - they have too many highly correlated positions.

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