

Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
11 snips May 16, 2024
Nick Givanovic discusses the unattractiveness of Treasury bonds for leveraged investors, favoring stocks. Topics include bond auction failures, U.S. government borrowing, yield curve trades, inflation volatility, and bullish outlook on stocks over bonds.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Risks and Imbalances in Treasury Bonds Market
02:33 • 24min
Discussion on Bitcoin ETFs, Zero Fees, and Yield Curve Trades
26:15 • 4min
Analyzing Trends in the Treasury Bond Market
29:51 • 9min
Analyzing Bull Steepening and Bear Steepening Dynamics in Bond Market
39:03 • 23min
Stocks vs. Bonds: A Bullish Perspective
01:02:21 • 12min
Investment Strategies for Stable Returns and Low Volatility
01:14:17 • 5min