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The Spread Between Yields and Market Performance
The speakers examine the historical relationship between the spread between the 30-year and 3-month yields and the performance of the S&P 500. They discuss the current record-breaking negative spread and its potential implications for the markets, raising questions about a potential top in equities and a significant downturn in 2024.
Preston Pysh is joined by Joe Carlasare, Steven McClurg, and Jeff Ross to cover a wide range of topics that include the current situation with interest rates continuing to climb higher and a resurgence in the global gas and diesel prices, where all these Bitcoin ETFs and the Grayscale lawsuit with the SEC is currently at, and more!
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:28 - What is currently happening with SBF going back to jail?
08:26 - What is the status and impact of the SEC vs GBTC lawsuit on a Bitcoin ETF?
39:21 - Where are we at in the current credit cycle?
42:58 - What is happening in global fixed income?
01:14:26 - Is energy getting ready to break-out?
01:15:45 - What happens with Bitcoin into the end of the year?
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