Jurrien Timmer Explains Why Crypto Is Macro
Raoul Pal: Real Vision
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Bonds - The Most Mispriced Market in the Business Cycle
Bonds are the most misprice versus where we are in the business cycle right now. And as you said, they've already discounted a lot of bad news yecaus i've actually created a basket of further out than nasdaks at the real conno growth end of the market did a whole basket of stuff. That's pricing the is om at 38. I mean, that's a full and deep ye now, negative two %, two and a half % recession. So i totally agree.
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