Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba)
The Market Huddle
00:00
Bond Bar Market
Yeyet: We're all so used to talking about stocks. And yet, if you look at it, the bond markt is a monstrous market and it's had probably once in a lifetime crashand very few people talk about that. Em: When i just say, ok, if that move index breaks down under li say, a hundred, i'm really much more comfortable getting long equities. Yeyet: I don't think we can have a sustained rally in equity valuation because of rates.
Play episode from 01:52:32
Transcript
