Return of the Bond Vigilantes? With Tony Greer

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 3 October 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 JOIN THE NEW REAL VISION for just $20.14 https://rvtv.io/3ZyY70t Tony Greer, editor of the Morning Navigator and Founder of TG Macro, joins Maggie Lake to discuss what's causing bond yields to surge, how that impacts the entire risk asset complex, and why he's approaching the oil trade with much more caution this week.You can find more of Tony's work here: https://t.co/IuOqbaQY1a This episode is sponsored by KraneShares’s KRBN ETF — the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at kraneshares.com/krbn/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:30.6	Hey everyone, today's real vision daily briefing is sponsored by Crane Shares.
0:35.2	Learn about their KRBN ETF at craneshares.com forward slash KRBN forward slash real vision.
0:44.0	Now to the top analysis of today's markets.
0:56.8	Are we seeing the return of the bond vigilante?
0:59.2	Hi everyone, welcome back to the real vision daily briefing.
1:02.2	With me today is Tony Greer, editor of the Morning Navigator Newsletter.
1:06.4	Hi Tony.
1:07.4	How are you Maggie?
1:08.4	What's cooking?
1:09.4	Oh, there's quite a lot cooking, isn't there?
1:12.0	If you look across the board today.
1:13.6	So we had big spike in bond yields 10 year and 30 year now back at levels less seen in 2007.
1:18.6	That's pooped equities.
1:20.2	We saw the Dow and S&P off over 1% although they're actually a little bit off the lows.
1:26.2	But it was an ugly looking day that Nasdeck down closer to 2% and we had the VIX up at 1.20.
	...

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