#44: Julian Brigden On The Fed's 'Impossible Trinity'
Superinvestors and the Art of Worldly Wisdom
The Importance of Pricing in the Bond Market
I really love it when you get a policy error. You can punch the central banks in the face, and tell me, I told you so. But then you start sort of looking at dynamics that could push the market the wrong way. The bond market is a classic one because like a lot of markets, they have to rely heavily on central bank verbiage. It has something pushed those market, for example, forced bond investors into some extreme position. And are those forces starting to change underneath? At the end of the day, when you say, look, I think the macro is changing, the market's the wrong way round, what do you watch out for? We're going
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