Peak Bonds Interview With Financial Sense

Research
Written By Alex Barrow

Last week Tyler linked up with our friend Cris Sheridan at Financial Sense to discuss the peak in the bond market. The last time they talked in July, Tyler explained the asymmetric risks bond investors were facing with yields hitting a lower bound. We saw the result of that asymmetry over the last month as bond markets quickly lost more than $1 trillion after the Trump win. In addition to the top in bonds, they also discussed:

  • The dollar breakout
  • The current macro-fundamental backdrop
  • Trumpflation
  • How this market is similar to 1998-1999

The conversation is a great summary of the current macro environment and what investors should expect going forward. You can take a listen by clicking the link below:Click Here To Access The Financial Sense Newshour Interview  

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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