Navigating the Bond Market Landscape

This chapter explores the current dynamics between U.S. Treasury bills and long-duration bonds amid high interest rates, highlighting a shift towards short-term investments. It discusses the potential of Bitcoin as a backing for longer-duration bonds to attract institutional interest, while expressing skepticism about the ongoing demand for U.S. dollars and stablecoins. The conversation culminates with considerations on the future of fiscal management and the evolving relationship between central banks amidst financial market complexities.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app