Forward Guidance cover image

The Bull Market In Crap Is Over | Kevin Muir

Forward Guidance

00:00

The Fed's Negative View on Bond Yields

In the past six months TLT has actually performed outperformed SPY what have you made of the overperformance of bonds which have a fixed coupon. Kevin on the day of that rotation when growth stocks and big tech stocks sell off huge the money flows into the reflation trades energy financials industrials if that day comes in 2022 I have a feeling that bond yields would probably be rising.

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