
MacroVoices #294 Luke Gromen: The U.S. Government Cannot Afford Secular Inflation
Macro Voices
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I Would Short Bonds the Finance One O, One Way, Right?
I wouldn't short bonds here by themselves. I woul i would short bonds the finance one o, one way that i just described, right? If that i fed wants to hold mortgages at two point nine %, while the government hands out a cola adjustment to social security of five point nine%. Great. That's how i think if you want to short bonds, and i think that's a good way to do it. Because that's exactly right. And there are very, there are very smart and connected people saying they 'realready doing so on sort of a pseudo, pseudo basis, quietly. Does that make sense? Absolutely.
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