Wealthion - Be Financially Resilient cover image

S&P To Fall 20%+ Once Markets Stop Deluding Themselves About A 'Soft Landing' | Alf Peccatiello

Wealthion - Be Financially Resilient

00:00

Is the Risk Reward Opportunity in Bonds Right Now?

The risk reward opportunity in front end short data bonds is extremely attractive as we discussed you get paid for 4.5% to weight. I wouldn't really pass on that opportunity. On long dated bonds, they of course already discount 200 basis point of cuts by the Federal Reserve They do discount that now Adam, we discussed the fact that my base case is a recession in a recession the fact cuts rates to buy more than 200 basis points. That's right. And I think that's a big opportunity for investors to be really watching closely here.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app