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Podcast: Lightspeed
Episode: A Wave Of Treasury Issuance Will Cause Bond Yields To Surge
Description: (00:00) Introduction(01:11) Fading A Recession In 2023, But Are The Tides Turning?(10:55) Central Banks Have Capitulated On Their Inflation Fight(19:04) Blockworks Research Ad(19:51) Understanding The Bond Market Repricing(27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets(31:50) Inflation(36:36) A Credit Crisis Is Unlikely(51:03) How Have Hedge Funds Performed In 2023?