
How Dan Morehead Mastered Macro and Crypto
Raoul Pal: Real Vision
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Shorting Bonds, You Know, Is a Great Trade, Right?
If you short ten n j g b at two % yield, and they keep over in our rates at zero for ten years, you will lose 200 races. That's the way bond math works, right? And that's why i like being a bond trader back in the day,. ecause you be right on the path of rates. Anoi rate f x doesn't have where you and i think it should go. But if you short a bond at two and three quarters and you get paid five % for the next 10 years, you get to keep the difference. It's just that mathematical. So i do think shorting bonds here is a great trade, cause the downside is pretty
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