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On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'll have to tune in!
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(00:00) Introduction
(01:11) Fading A Recession In 2023, But Are The Tides Turning?
(10:55) Central Banks Have Capitulated On Their Inflation Fight
(19:04) Blockworks Research Ad
(19:51) Understanding The Bond Market Repricing
(27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets
(31:50) Inflation
(36:36) A Credit Crisis Is Unlikely
(51:03) How Have Hedge Funds Performed In 2023?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
