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BCB077_GREG FOSS & JOE CARLASARE: The Bond Debate

Blue Collar Bitcoin

00:00

Bonds

Time horizon is everything when it comes to bonds. I have a feeling Joe is thinking in quarters and Fosse is thinking in decades. It seems like so far in this conversation on a decades long time horizon, your two positions collide or at least get very close to each other. To me it is insurance because I think 2023 can be a very brutal year. All the signs are aligning that shows you the story is not inflation anymore. The story is slowing growth.

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