RiskReversal Pod cover image

MRKT Call: How Long Will The Big Tech Rally Last?

RiskReversal Pod

00:00

The Inversion of the 10-Year Yield

An inversion of this magnitude again the most inverted we've been in probably four decades or so. The fact that we went to 1.1% inversion back down to I think 40 basis points and now here we are right back again does not speak to a robust healthy economy at all. People will be out there saying as part of the bull narrative it's different this time my comment back is yeah it's probably worse this time"

Play episode from 30:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app