AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
Dario Perkins: Watch Out for Another 20% Drop in Equities
The Macro Trading Floor
Dominal Bunyields Are Going Higher, That Neutral Real Interest Rate
Tao: I think we're in a rina world where our real yields are going to trend higher. And over the next decade, i think that's going to change. We can have more fiscal, you know, fiscal policy doing more of the work in trying to the economy. Monitary policy becoming tighter. Huge investment in green technology both public and private. There's an underlying secular story in housing as well which is that if we're all now working from home more regularly, we can afford to live further away from the office. So there's going to be a kind of drift higher in inflation, ad drift higher in real interest rates.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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