Bloomberg TV: US Growth Slowdown
Jay joins the BTV Open show at minute 32 to cover his potential Bear Case, noting that UST are not signaling any inflationary concerns and that as an investor/advisor one does not get paid to believe in Goldilocks so perhaps the recent rate rally is reflecting an upcoming US growth slowdown.
https://www.bloomberg.com/news/videos/2021-06-11/-bloomberg-the-open-full-show-06-11-2021-video?sref=ftskAWJe