Bonds are the bubble, gold is the pin – Ep 535

  • Significant moves in the bond market today.
  • Coronavirus is inflationary.
  • US has never been less credit-worthy than it is right now.
  • US treasuries have the lowest yields in history and are GUARANTEED TO LOSE money.
  • Bond market is now undisputedly a bubble, but CNBC spins a different view.
  • I won a bet.
  • Perspective is everything when it comes to an investment strategy.


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