BREAKDOWN: The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves

A veteran bond strategist gives his take on why the bond market has a better read than equities on short-term and long-term macro trends. 

This episode is sponsored by Bitstamp and Crypto.com.

Today on the Brief:

More bad news from jobless claims and the GDPThe big tech hearing was a whole bunch of nothing; watch TikTok insteadRobinhood dives into Kodak (but so do illegal insider traders)

Our main conversation is with independent bond strategist George Goncalves.

We discuss:

How the bond market watches Federal Reserve meetingsWhat, if anything, was new about this week’s FOMC meetingWhat it means that the bond market and equities market tell different storiesWhy the bond market has been telling a long-term story of slowing growthWhether institutional investors are actually moving away from government debt and into gold Why Judy Shelton should have a place on the Federal Reserve

Find our guest online:

Twitter: @bondstrategist

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