In this episode we discuss some more areas of impact for deleveraging markets.
- Liquidity in the Treasury Markets.
- USD TIPS (treasury inflation Protected Securities) and inflation expectations
https://treasurydirect.gov/marketable-securities/tips/#:~:text=As%20the%20name%20implies%2C%20TIPS,you%20get%20the%20increased%20amount
Fun viewing
The Bursting Of The Sovereign Bond Bubble | Lyn Alden
https://www.youtube.com/watch?v=im071GMdmkw&t=1444s
Welcome back to Off the Fence, a podcast where we look at current and general topics from an institutional and hedge fund investor point of view, with the benefits of a few decades of managing investments.
Every two weeks, we’ll get together and take a look at a specific topic, try to separate the wheat from the chaff and maybe even come up with some practical, compelling conclusions. To Get Off the Fence. We’ll keep it direct and clean, with fact-based analysis and opinions.
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