Ray Dalio: Believing the Fed, the Brink of War, & Cash! No Longer Trash 2/2/23
Squawk Pod
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What's in the Curve?
Roland Martin: I think you're going to see inflation come down to this and it's calculated. It'll go up a bit, so you see that kind of environment with something close to maybe a 1% growth rate. Even if you look at the bond price, let's say bond yields 3.4 or 3.5,. That still means only a 1.4% real rate, which I don't think. So what are the trades that take advantage of that discrepancy? Well, it's just short tech. You're, I mean, it's the pure play is straight on the yield curve. But when we're dealing with equities, there's such a range of
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