Eurodollar University “This Has Been Inevitable” (With Macro Alf)
Dec 11, 2023
Macro Alf discusses the impact of increased inflation, yield curve inversion and recession, importance of understanding the bond market, forecast for consumer prices, insights from a former bond trader, and risks in the stock market.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Understanding Yield Curve Inversion and Recession
03:01 • 14min
Bond Market Course and Market Changes
17:13 • 3min
Forecast, Vulnerability, and Refinancing Cliffs: Analyzing Economic Growth in Europe
19:43 • 4min
Insights from a Former Bond Trader and the Risks of the Stock Market
23:45 • 2min