If Duration Is In A Bubble, Where Can Investors Hide?

Published on
March 8th, 2021
Duration
35 minutes

Hidden Credit Risk, Jobs, and the Sudden “De-Frothing” Reversal


If Duration Is In A Bubble, Where Can Investors Hide?

Daily Briefing ·
Featuring Jack Farley and Tyler Neville

Published on: March 8th, 2021 • Duration: 35 minutes

As treasury yields continued their ascent today, big tech stocks such as Alphabet Inc ($GOOGL) and Apple Inc ($AAPL) joined growthy darlings such as Tesla, Zoom, and Peloton in today’s sell-off with the NASDAQ 100 closing today down 11% from its highs. Real Vision editor Jack Farley welcomes Tyler Neville, senior editor of Blockworks, to break down the ongoing rout from growth stocks. Neville shares how he thinks this “bubble in duration” will end, where he sees opportunity in going short GameStop puts, and why he remains extremely bullish on Bitcoin.