Panic with Friends - Howard Lindzon cover image

JC Parets of All Star Charts on the Bull Market, Risk Management, and Why You Can’t Teach Away Crazy (EP.160)

Panic with Friends - Howard Lindzon

00:00

The Bond Market Will Tell Us if There Really Is Real.

Inflation is systematically from a global macro standpoint, where it actually impacts serious asset prices. We just had huge spikes in commodities. If they continue to come off, I expect interest rates to come off as well. And we'll find out soon if there really is real. Well, the bond market will tell us Yes. Right.

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