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18min chapter
Unwind of The Sovereign Bond Bubble (guest: Peter Boockvar)
The Market Huddle
Rotation Moment and Market Conditions
The potential for yields to reach new highs by 2026 and its impact on bond proxy sectors, liquidity of 'mag seven' stocks, potential for smaller stocks to gain traction, and the need for new buyers to drive a new trend are discussed. The chapter also emphasizes the rotation moment where defensive names may come back into focus.
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