AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
The Long Runway for Bond Shorts
What Goes Up
Bond Positioning - Is There a Recession?
With inflation at eight %, you can't really expect bonds to settle down. And that's where you're actually gong to see a big surprise and a very interesting trade in the markets as well. So i think it will take longer than we would like, and thus, i think the trade will be around for a little bit longer,. unless we overshoot, and then we might end up in some cycles as well.
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