What Else Can Be Priced In?
Real Vision: Finance & Investing
00:00
Bonds and the Quantitative Tightening Rat
Bonds are long from here, but not a over a tractove one either. I don't think you have the upsidei if you get bonds rounding because inflation comes down really quickly. So i prefer those hgh quality stocks we're talking about. In historic an m look out, one year from pk and c p i, bons return about 8%. And they have a really modest dri drawdowns at that point.
Play episode from 26:08
Transcript
