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MRKT Call: Trading the Bank Blowback & Block Buster

RiskReversal Pod

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Is the 10-Year Yield Rising?

The Fed projected that inflation would be higher by the end of this year than they originally thought to which I don't think is a surprise to anyone on this show right now. Tech companies can't finance their growth with that high of a cost of capital at the same rate that they used to okay so already the valuation itself is expensive. Jim Askei, you still bullish on GDX? Absolutely gold continues to perform. The underperformance in the gold miners given the price is like at a 35% historic discount. People are asking about HYG this plays into it but I don't know if we can pull up a real time HYG. PK Larkin, guy Dan think FRC

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