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visit iConnections.io. The question is, is the shape of the yield curve? I think there is no greater consensus out there that we are going to have a steeper yield curve into the coming year. The question is, is it going to be a full steepener where that change in the shape of the yield curve comes from the front end of the curve regening? Or is it going to be a bear seeper, which comes from the long end of the curve selling off? We've had this narrative about fiscal irresponsibility, about expanding government deficits, about all of this issuance. It's happening in Europe. We've got structural issues with Dutch pension funds who are no longer going to be buyers of the long end. We've got Germany issuing 20-year bonds, and we all saw how that went in the U.S.,

aka an unmitigated disaster.

And so are we going to see the long end sell-off, which is not great for banks, by the way?

All right.

Welcome to the Risk Reversal podcast.

I am Dan Nathan.

That is G. Swizz. How you doing

brother? I'm doing very well. I'm doing extraordinarily well other than the fact that the University

of Miami emerged victorious in the Fiesta Ball against all O-L-E-Miss. I'm fine.

Ole Miss. Yeah, they were the ones that folks were kind of rooting for. There was some stuff that went down over the last month and a half or so. There was- Yes. Okay. We'll leave that for the Sports Center here. This is a special edition of the Risk Reversal Podcast. You and I are going to introduce a new segment in a limited series with some very good friends of

ours. We started out, I want to say going back a couple years, our friends at I Connections

introduced us to the Wall Street Skinny. That would be Jen and Kristen. These guys have built

what you and I think is an amazing brand. They have great, great content. And we did a home and away on their pods. And we're going to do something. We'll leave that for the next block. We're going to explain what we're doing. We're going to introduce you guys. They're going to introduce us. And we're going to take a deep look at the banks and bank earnings, which are going to be this week. And really, the major money centers and the investment banks.

...