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Nick Givanovic: Treasury Bonds Are “Historically Unattractive” To Leveraged Investors
Manage episode 418559468 series 3300108
Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
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Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(00:30) Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise
(05:25) Potential For An Bond Auction Failure
(06:44) U.S Government Borrowing: Treasury Bills vs. Treasury Coupons
(21:49) Conditions At Recent Treasury Market Auctions
(25:13) Short Bonds, But Not Wildly Bearish
(26:13) VanEck Ad
(27:14) Is Yield Curve Steepener Trade Positive Carry or Negative Carry?
(28:43) Inflation Volatility Is Bad For Term Premia
(33:13) Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert?
(39:10) Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely)
(54:24) Volatility In The Bond Market
(01:02:21) Relative to Bonds, Nick Is Bullish On Stocks
(01:07:49) The Labor Market
(01:09:53) GameStop and the Return of Meme Stocks
__
Disclaimer: Nothing discussed on Forward Guidance 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.
393集单集
Manage episode 418559468 series 3300108
Forward Guidance is sponsored by VanEck.
Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.
VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/us/hodlprospectus.
__
Follow Nick Givanovic on Twitter https://twitter.com/nickgiva1
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
__
Timestamps:
(00:00) Introduction
(00:30) Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise
(05:25) Potential For An Bond Auction Failure
(06:44) U.S Government Borrowing: Treasury Bills vs. Treasury Coupons
(21:49) Conditions At Recent Treasury Market Auctions
(25:13) Short Bonds, But Not Wildly Bearish
(26:13) VanEck Ad
(27:14) Is Yield Curve Steepener Trade Positive Carry or Negative Carry?
(28:43) Inflation Volatility Is Bad For Term Premia
(33:13) Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert?
(39:10) Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely)
(54:24) Volatility In The Bond Market
(01:02:21) Relative to Bonds, Nick Is Bullish On Stocks
(01:07:49) The Labor Market
(01:09:53) GameStop and the Return of Meme Stocks
__
Disclaimer: Nothing discussed on Forward Guidance 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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