#10 - A steeper curve to create a recession - Guest: Bob Elliot
Macro Mondays
00:00
The Prerequisite for Bear Steepening in the Yield Curve
The best regime for equities is actually a bear steepening regime. A stupid yield curve can either bring about tremendous returns or abysmal. But if you only invested in the yield Curve it doesn't matter. Well, there are some just adjusted returns that you might want to just be along the bonds but yeah, you're right. That's sort of the drivers behind.
Transcript
Play full episode
