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Podcast: Inflection Point
Episode: Bonds Smell Risk, Will The Market React? | On The Margin
Description: In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market.We gave everyone an update on the rate hikes that the market is pricing in (spoiler alert: it's a lot), the historic rout happening at the long end of the curve, and how the Fed is likely to respond.We also discussed how to play a bond sell off, and the "risk vs reward" of investing in risk assets at the current time...