AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
The Game Has Changed
The Compound and Friends
The Seeds to Lower Yields and Lower Oil
Yields and oil are two of the most consistent, counter cyclical indicators historically. Here we measure the three year rolling sharp ratio, which normalizes returns for volatility on yields. That's the inverse of bond prices. You'll note that we're in the top 2 and a half percent historically, which is usually the point at which the rubber meets the proverbial road with financial conditions.
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