Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/\n__\nFollow Danny Dayan on Twitter: https://twitter.com/DannyDayan5\nFollow VanEck on Twitter https://twitter.com/vaneck_us\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__\nUse code FG10 to get 10% off Blockworks\u2019 Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london\n__\nTimestamps:\n(00:00) Introduction\n(00:29) Recession Is An Overrated Risk\n(04:33) The Right-Tail Risk: Reaccelerating Inflation\n(16:18) Will Stocks Continue to Outperform Bonds If Inflation Reaccelerates?\n(21:25) VanEck Ad\n(22:13) What Is The Neutral Rate Of Interest?\n(29:22) Why Are Financial Conditions So Loose?\n(44:59) "If Economy Stays Hot, I Think There Will Be Zero Rate Cuts This Year"\n(47:22) Demographics Is Wildly Misunderstood\n(01:01:20) China\n(01:04:39) Duration Bubble of 2020 & 2021 Means Losses From Higher Rates Are Borne Not By Borrowers But By Lenders\n(01:06:19) Danny's Bull Case For The Dollar\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.