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Show Notes
Thinking about jumping into the "big bond trade" or banking on the demand destruction trade? Think again. We are currently stuck in a volatile transition phase between cross-asset impact and the real CPI impact. Trading bonds outright during this sequence is a recipe for a very, very painful trade. Every single rise in oil prices forces breakevens up, applying brutal pressure on bonds. Is it time to wait for the "trade after the trade"? Let us know your strategy in the comments! Click the link below to watch this episode! π https://youtu.be/icM1Kj6d4ac Check out the channel Less Noise, more Signal: https://www.youtube.com/@lessnoisemoresignalpodcast Click Like, hit the Bell Button and Follow us for more interviews like this! #Investing #StockMarket #OilPrices #PortfolioStrategy #FinanceTips #MarketCrash #EnergyInvesting #WealthBuilding #TradingStrategy #EconomicOutlook