Playback speed
Share post
Share post at current time

YWR: Steve's Massive Bond Call.


I just had to interview Steve Schlegal at RJ O’Brien after reading his non-consensus view on bonds, inflation and how it affects everything (FX, Equities, Commodities).

It’s a massively bold call, but supported by his data backtests.
In the video we go over the call as well as the asset allocation and trade ideas that come out of this.
If you are a subscriber, enjoy the interview.
If you’re not a subscriber sign up for 1 month and cancel later if you want.
It’s worth the price of a McDonalds Meal Deal. And better for you :)
Below are links to the slides as well as the June 14th research report we are referencing.

The full video is for paid subscribers

YWR: Your Weekend Reading
YWR: Your Weekend Reading