4min chapter

The Macro Trading Floor cover image

This Is It

The Macro Trading Floor

CHAPTER

Long Boons: A High Conviction Trade

I wouldn't even rule out that we get months with a decline in the consumer price index within say three, four months from now. But given how central banks remain extremely reluctant in taking a stance on this and instead want to just ensure and talk,. I think the safest bet from a curve perspective is actually to be loan duration in the very fine. And I'm still loaned the TLT as a consequence. Okay, if it's trade idea time, then I'm going to shoot mine.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode