AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
The Long Runway for Bond Shorts
What Goes Up
Short Bonds, Long Dollar, and Other Liquid Futures
Inflation, rising rates as a theme that manifests itself across long commodities and short fixed income. This particular trade m sort of shifted to a short bonds and also long dollar trade. Later in the year, as commodities started to dissipate, we saw that epositioning and views on commodities moved much more to that recession versus non recession environment. And i think some of that comes with the fact that the central bankers have remained steady,. which has basitically said, you know, this pivot towards, i think this is over."
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