Bond Market Dynamics
The discussion highlights the ongoing challenges of inflation and its broader impact compared to unemployment. Amidst a significant outflow from bond mutual funds, there’s a notable shift towards bond ETFs, suggesting investors are strategically repositioning their assets. This trend may indicate a growing focus on tax loss harvesting as individuals seek to optimize their investments during turbulent times.In this clip
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Animal Spirits Podcast
The most obvious recession ever (EP.258)
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