
LIVE: On The Tape + The Compound and Friends at the Nasdaq
RiskReversal Pod
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Are Yields Peaked?
Long term rates are falling and short term is not. Yields peaked for like, in my opinion, because we have a Fed balance sheet that's eight and a half trillion dollars right? And so they're not going to be able to immediately work off too much more. So they can't have rates too much higher. It's like this like really bad cycle. Do you like bonds here? Two year treasury. What is it? The two year treasury. what is it?
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