Efficient Market Hype

This week, bond portfolio wizz Efficient Market Hype joins Patrick and Kevin. They discuss interest rates, hard vs soft data, and predict a volatile rangebound market in 2024. They also explore economic syncopation disruption, challenges of curve trades, differences between UK and US markets, and rationality of the curve. The conversation touches on recognizing mistakes, investing in future trends, and the stunning Lake Toba in Indonesia. Lastly, they reflect on trading mistakes, global economy, copper stocks, and their favorite drinks.