If Duration Is In A Bubble, Where Can Investors Hide?

If Duration Is In A Bubble, Where Can Investors Hide?

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Episode
458 of 2049
Længde
35M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

DB-Mar8, 2021. As treasury yields continued their ascent today, big tech stocks such as Alphabet Inc ($GOOGL) and Apple Inc ($AAPL) joined growthy darlings such as Tesla, Zoom, and Peloton in today’s sell-off with the NASDAQ 100 closing today down 11% from its highs. Real Vision editor Jack Farley welcomes Tyler Neville, senior editor of Blockworks, to break down the ongoing rout from growth stocks. Neville shares how he thinks this “bubble in duration” will end, where he sees opportunity in going short GameStop puts, and why he remains extremely bullish on Bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices


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