35:39
Essential
•Daily Briefing
Is it Time to Fade Bonds?
As 10-Year yields hover above 4%, all eyes are on tomorrow's CPI data.
Featuring Bob Elliott and Maggie Lake
Jan 10, 2024 • 35 minutes
Bob Elliott, co-Founder, CEO, and CIO of Unlimited Funds, sits down with Maggie Lake to discuss the recent market action, why he’s bearish on bonds, and the potential parallels between early 2024 and the volatility-laden market terrain of 2023. You can find more of Bob's incredible research here: https://www.unlimitedfunds.com
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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