Beware Of The Bond Market Swings

Beware Of The Bond Market Swings

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A Recession By Any Other Name

Today’s show is sponsored by The Cost Segregation Guys. If you own investment real estate and haven’t looked seriously at cost segregation, you could be leaving significant tax savings on the table. The Cost Segregation Guys help investors accelerate depreciation, improve near-te ...  Afficher plus

Indigenous Land Claims With Patrick Francey

Patrick Francey is the CEO of the Real Estate Investment Network (REIN)., a Canada wide organization focused on educating real estate investors. On today's show we are talking about the Supreme Court ruling in British Columbia that has cast a cloud of uncertainty over property ti ...  Afficher plus

Épisodes Recommandés

152. It Wasn’t Equity Turmoil That Spooked Trump — It Was the Bond Market. A Deep Dive into WHY
The Wall Street Skinny

Send us Fan MailThis week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in the bond market has investors spooked. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we ...  Afficher plus

154. Bond Market Chaos: Unpacking the Basis Trade Blowup Theory. Cause...or Convenient Excuse?
The Wall Street Skinny

Send us Fan MailThere has been some speculation that the reason for "chaos in the bond markets" isn't loss of confidence in the US but rather the result of an unwind in "the basis trade" leading hedge funds to blow up and causing yield spreads to widen. To explore this theory we ...  Afficher plus

Late Cycle Bond Trades | Mark Cabana on Mild Recession Case and Treasury Market Supply
Forward Guidance

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ...  Afficher plus

151. Tariffs 101: Why the Markets and U.S. Dollar Are Tanking
The Wall Street Skinny

Send us Fan MailMarkets are in chaos, which is why on this week’s episode Kristen and Jen ditch the interviews to break down what the hell is happening in markets right now. From tariffs to the dollar and everything in between, we’re unpacking the massive moves in equities, the n ...  Afficher plus