Real Vision: Finance & Investing What is the Treasury Market Telling Us?
Nov 9, 2023
Warren Pies, Co-founder of 3Fourteen Research, discusses the lag effects of higher interest rates on the economy. They explore the connection between the Treasury and equity markets, emphasizing the importance of market breadth. The correlation between fixed income and US equity markets is examined, along with the insufficient and excessive fiscal stimulus response to past crises. The significance of the bond market for the stock market is highlighted, and updates on the crypto academy soulbound NFT are provided.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The State of the Bond Market and Recent Auction Results
03:25 • 5min
Understanding Stocks and Flows in Economics
08:44 • 2min
The Connection Between Treasury Market and Equity Markets
11:07 • 12min
Correlation between Fixed Income and US Equity Markets, and the End of an Era
22:49 • 2min
Insufficient and Excessive Fiscal Stimulus
25:11 • 7min
Importance of Bond Market for Stock Market, Crypto Academy NFT Pre-men, and Financial Success Resources
32:37 • 2min