Hello fellow rebel capitalists hope you're well. I'm here with my good buddy George

Gond Calvez the Bond Strategist the expert and he is going to share some incredible

insights on the US economy. I just heard him on the

Real Vision podcast and he was going over some charts that were just really mind

blowing. So George thanks for coming on, buddy.

I'm super excited to go over the data

that you're going to present.

Yeah, it's great to be on it.

And they look at it's actually a pretty eventful day.

We have the Fed minutes. I mean, bomb rates are kind of climbing back up again.

We're getting like the opposite price action that most people expect. They cut rates and rates go up like what's going on here.

There's a lot going on. It's upside down kind of world that we're living in.

And look in the macro is also giving us mixed signals and people look at the

NFP from Friday and they think everything's fine and the coast is clear you know there's a lot going

out that we can go into but I figured you know let's kind of talk about liquidity the banking system you know the

have and have nots around who has access to credit and how small businesses are really still suffering.

Yeah, you know it's interesting I did a video the other day where I did a deep dive on 2007 and 2008 and I went back to the September 18th 50 basis point cut in 2007 and then I

Analyzed that emergency meeting they had January 22nd where they dropped by 75

basis points this was 2008 and then a week later they dropped by another 50 and then by

April they had taken rates all the way down to 2%.

And did you know that between that 75 basis point cut January 22nd,

that took rates down to 3.5% from that point all the way to the end of April the 10 year

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