Inflation Hedge Maintenance - Our Bond Big Short Thesis Explained

Buffetting with Kass and Mitch by Kassia and Mitchell Dol

Episode notes

No sense in having a good hedge unless you're going to look after it. In this episode we discuss updates on the state of inflation in the U.S, updates to our bond short, the flaws we see with the yield inversion argument and the threat of recession. Bit of a heavy one, so we've lightened it up with a hint of cannabis at the end. We hope you enjoy the chat.

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