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Luke Gromen: Bonds Are Now "Un-investable"

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Manage episode 447454672 series 3548516
Indhold leveret af Adam Taggart | Thoughtful Money. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adam Taggart | Thoughtful Money eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we'll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates. And we may be seeing the start of a new era in bond yields, which have been marching higher despite the wishes of the central planners. If this continues as a secular trend, this higher cost of debt could prove destabilizing the world's hundreds of $trillions in debt and entitlement programs. To find out where this all is likely headed, and what investors should be tracking most we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program. #bonds #interestrates #debtcrisis
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276 episoder

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iconDel
 
Manage episode 447454672 series 3548516
Indhold leveret af Adam Taggart | Thoughtful Money. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Adam Taggart | Thoughtful Money eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
We find ourselves in a time of transition, one that may increasingly be later described as upheaval. In a week, we'll have a new US President, which will bring change both to the US and to geopolitics. We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates. And we may be seeing the start of a new era in bond yields, which have been marching higher despite the wishes of the central planners. If this continues as a secular trend, this higher cost of debt could prove destabilizing the world's hundreds of $trillions in debt and entitlement programs. To find out where this all is likely headed, and what investors should be tracking most we're fortunate to welcome Luke Gromen, founder of macro research firm FFTT, LLC, back to the program. #bonds #interestrates #debtcrisis
  continue reading

276 episoder

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