AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Why Bank Money Is “Disappearing” | Patrick Perret-Green
Forward Guidance
The Future of Bond Yields
I don't think China really had a reset it's more like China will just bumble along. I'm buying site companies with good balance sheets and sort of utility type businesses or even some banks not necessary in the US but some of the US banks are relatively cheap. bond yields are going lower how quickly how soon but as I said I'll take four percent on a long-dated treasury or guild. The dollar liquidity is going to get much worse we you know maybe it will be all this when we get one of those classic spirals which would weigh on risk assets. It could be I think sell at the old set in May go away and come back on St. Legends day I in
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode