MRKT Matrix cover image

SVB Rescue

MRKT Matrix

00:00

Is the Cost of a Ten-Year Bond Cheap?

We're ultimately in an environment where stocks go lower and yields go lower. equities and asset class uh don't perform well they have been unchanged for 26 months but it doesn't fit this sort of nonsense that if the cost of ten-year money is cheap i can expand my p-moltz, he says. The charts are very subjective you know do we dip a little or you know maybe one could say that rates are they belong here  i think they don't belong at four four and a half according to consensus.

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