This Is It

Alf and Brent discuss the relentless bond yield and USD move. Can we get to 6% yields in the US, or even higher? And will stonks be able to handle it? 

Alf and Brent are back to discuss the various macro blowups we are witnessing simultaneously: French spreads, front-end of the bond market, mortgage-backed securities, EM carry and so on. What's the best framework to apply for each of these? 

Today on The Breakdown, NLW wraps up the macro story that has dominated discourse for the last month.  Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/nathanielwhittemorecrypto Subscribeto the news ...  Show more

Today's podcast is the final stop from the Mindset Matters conference tour in Australia- we ended on a high note in Brisbane. The crowd was electric and their questions didn't disappoint! I discuss web3 and NFTs, and share my thoughts on the future of both. I also dive ...

A reading of Alex Kruger's thread: https://twitter.com/krugermacro/status/1675989375765852160?s=46&t=5Nl1EhwpFOmRdaVNr7DApg Full report from Asgard Markets https://www.asgardmarkets.com/post/the-big-picture Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1 ...  Show more

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