Althea Spinozzi on Stagflation, Term Premia, and Ultra Long-Duration Bonds
b'MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. Try MetaMask Portfolio:\\nhttps://metamask.io/portfolio/?utm_source=blockworks&utm_medium=podcast&utm_campai[\\u2026]_Podcast_ForwardGuidance&utm_content=pDapp_podcast_FG_shownotes\\n__\\nTimestamps:\\n(00:00) Introduction\\n(00:26) Spinozzi Remains Bearish On Very Long Duration Bonds\\n(08:18) View On Investment Grade Bonds\\n(09:46) Who Will Be Marginal Buyer Of U.S. Treasurys?\\n(15:40) Foreign Demand for U.S. Treasurys (& Japanese Investors)\\n(22:40) The Shape of the Yield Curve\\n(24:07) Balance Sheet Policy (QT & QE)\\n(32:32) Much Of Europe Is In Recession\\n(42:21) European Demand For U.S. Treasurys\\n(45:47) Barbell Approach To Fixed Income (Short-Term & 10-Year)\\n\\n__\\nFollow Althea Spinozzi on Twitter https://twitter.com/Altheaspinozzi\\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\\n__\\nDisclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.'