The Business Brew cover image

Elliot Turner - Growth At A Reasonable Price Defined

The Business Brew

00:00

The Treasury Curve Is Moving Downwards

This is March 5th to timestamp it. I feel like this is more tantrum than reality, but we'll see. A little bit of a pullback is healthy. You got to ring out these accesses. It reminds me of 2013 a lot when we have the Taper tantrum. What do you think's going on right now? This is March 6th to time it. We were within three days of going into lockdown mode one year ago today.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app