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14min chapter
Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)
The Market Huddle
Market Panic and Inflation: Triggers and Concerns
The chapter discusses the potential triggers for a market panic and the role of inflation in central bank policies. The speakers express concerns about the pricing of stocks for a recession, the impact of rising long-term interest rates, and the potential unwinding of the sovereign bond bubble.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode