EPISODE · Aug 30, 2023 · 0 MIN
AM I WRONG ABOUT BONDS?
from Capital Flows and Asset Markets · host Russell Clark
This is a free preview of a paid episode. To hear more, visit www.russell-clark.comIn my fiftieth year on this planet, I can confirm that old habits die hard. For years my investment process always started with macro, before I would think about anything else. And even though I “hate” bonds, even I have to admit recent macro data from the US makes me think that maybe bonds are a buy here.
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AM I WRONG ABOUT BONDS?
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