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The Grant Williams Podcast Ep. 51 - Peter Atwater - FULL EPISODE

The Grant Williams Podcast

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What's the Biggest Loss in Bond Portfolios?

BC: What we saw a little over two years ago were two things that don't normally happen together. One was a bubble in abstraction, you know, SPACs and FT's shit coins crypto,. But the other thing that happened concurrently, which I didn't think got enough attention was the bond bubble peak. And so if I use that as the starting point, what we've actually seen is a pretty logical bubble break.

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