Last week Tyler linked up with our friend Cris Sheridan at Financial Sense to discuss the peak in the bond market. The last time they talked in July, Tyler explained the asymmetric risks bond investors were facing with yields hitting a lower bound. We saw the result of that asymmetry over the last month as bond markets quickly lost more than $1 trillion after the Trump win. In addition to the top in bonds, they also discussed:
- The dollar breakout
- The current macro-fundamental backdrop
- How this market is similar to 1998-1999
The conversation is a great summary of the current macro environment and what investors should expect going forward. You can take a listen by clicking the link below:
Co-Founder of Macro Ops. Alex is a former US Government Counterintelligence Professional, U.S. Army Interrogator, and USMC Scout Sniper. He’s an independent trader with over 10-years in markets.