Nucleus195: The Bear Case

Fresh off a Bloomberg TV appearance, Jay discusses what the bond market is telling us. Is it telling us to worry about inflation - NO; Is it telling us that like a Goldilocks fable, everything will be fine - maybe but as investors we dont get paid to believe in fables - Maybe it is telling us to beware of a sharp US growth slowdown ahead - something that is worthy of being called: The Bear Case.

https://view.knowledgevision.com/presentation/3b957dcdf7e54527924f5237bc178798