We're at a Big Macro Turning Point
Real Vision: Finance & Investing
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The Secular Bear Market for Bonds
In the 2010s, there was no uncertainty about inflation. Bonds had this perfect insurance property for equities,. You paid an insurance premium for holding bonds. In a world where inflation is much more volatile, we get more frequent supply shocks. So I think that's a secular bear market for bonds. And for equities, it really changes what you have to do because in the2010s, you basically just did one thing. You put your money into long duration, US tech and fangs. Today's Real Vision Daily Briefing is sponsored by CraneShares. Learn about their KRBN ETF at craneshares.com forward slash KRBN.
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