Navigating the Real Estate and Bond Market Turbulence

This chapter explores the current volatility in the real estate market, particularly the risks associated with soaring housing prices. It examines the implications of potential changes in China's treasury sales on U.S. interest rates and bond yields, emphasizing the unusual dynamics in long-term treasury rates. The discussion warns of the forthcoming economic downturn, urging listeners to reconsider their investment strategies amidst rising interest rates and possible inflation.