The Macro Show [FREE Podcast Edition] | January 11, 2022
Hedgeye Podcasts
00:00
The Number Two Question - Is the Loan of the Range on Rate Sensitive?
There's 78 % there sats. What does that mean? While it's a one point three standard aviation move, it would be better if it got towards two,. And we have exel u at the loan of the range. It almost got there yesterday. The other one to look at, by the way, since we had the table open, why not be buying some utilities on rate sensitive? That was actually the number two question. Does your model differentiate between sharp drop and g d p and a slight decline of inflation? Both narrow clawed forwards, but at vastly different composition. Where do you think you are at the cycle? If i'm saying that we're at the peak
Transcript
Play full episode
