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Decoding Today's Market: Navigating Toxicity, Overvaluation, and Uncharted Investment Strategies with David Collum

Lead-Lag Live

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The Uncertainty of the Treasury Market

It's got to be something that's uncertain in terms of what the yields should be relative to inflation. So I'd go higher with 8 and 10% with, I wouldn't go lower than 8. And you know, you could end up being a complete idiot buying a 10 for all we know. The assets are not being priced correctly at all. If you were to mark the market most things last year, you would have probably seen it's worse than a weight. You pay attention to the details. In terms of leverage against assets he is very cautious about going into big bets. He doesn't want to be stand rock and Miller 2.0 and lose a billion.

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