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LBRY Claims • a-wave-of-treasury-issuance-will-drive

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A Wave Of Treasury Issuance Will Drive Equities Lower | Andy Constan & Nick Givanovic
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
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--
On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey to recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this & more, you'll have to tune in!
--
Follow Andy: https://twitter.com/dampedspring
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--
Referenced In The Show:

Logan’s speech is worth reading: the “why” of this recent bond selloff matters importantly for the Fed: https://twitter.com/NickTimiraos/status/1711371085889864063

The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell & Andy Constan: https://www.youtube.com/watch?v=5nZwrE_uNcg
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Timestamps:

00:00 Introduction
01:28 How To End An Inflation Cycle
06:43 A Wave Of U.S Treasury Issuance Is Coming To Market
17:12 The Fed Will Be Happy With The Bond Market Sell-Off
19:43 Blockworks Research Ad
20:30 The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening
27:48 Debt & Deficits
35:11 Reacting To Geopolitical Uncertainty In Markets
41:33 Preparing For Act 4 In A Move To Recession Island
47:41 Inflation
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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