@@jasonshapiro4369 isn't yield curve upward sloping most of the times? From whatever I read, steep curve means people believe that long term inflation is higher and hence they demand more yield for it. As curve is steep and not inverted it signifies that longer term growth is high(and hence higher priced inflation). Please correct me if I am wrong.
Nice interview. Does knowing the big fixed income short is a large basis/arbitrage trade rather than speculative position change if you will enter the trade?
7 percent nominal dollar-denominated YoY ROI, taking into consideration approx 30 percent currency devaluation that took place starting 3 years ago (approx 8 percent YoY relative to goods and services) corresponds to a real ROI (discounted by those metrics) of approx -23%. But ofcourse, your "illustrious" guest doesn't mention opportunity and currency devaluation risks and costs, because all of a sudden, when you take those into consideration, the Cost Benefit and Utility analyses doesn't look good at all. And that doesn't even take taxes into consideration. I don't see value for viewers witnessing this conversation, but only for the guy who's selling his "services".
Jason, I absolutely LOVE when YOU interview people.
"Stick around until you get lucky". Exactly. That's my retail investor mentality. Never surrender.
The mentality should be to surrender easily, so you survive till you get lucky. Don't run large losses.
Great stuff - 2 very genuine people that are among my favorite follows
this is such a good conversation and shows the reality of trading
Great interview, thank you very much Jason👍
Great Discussion, thank's a lot to both of you. Really enjoyed it! 👍
Thank you Jason! More videos please!
You two put my thoughts into words. Thanks for it
Bob is a top g 🔥
Great conversation
Thanks Jason, as usual just a well of such valuable information
Amazing show, thanks Jason
And that’s why rule number one will always be psychology even before risk management
Very good interview will look into this etf
this is real talk....
Hi Jason, do you do partial sell in your positions?
Thank you for asking that questions about the markets first 6 months. You cut to the chase, Bob was long winded he needs to get to the point
Wasn't it Druckenmiller who said, 'Diversification is overrated'.
Hi Jason, I have one question regarding fed rates cut transpiring into a recession. Wouldn't fed cutting rates stimulate economy in positive way?
possibly. but what about if it causes the yield curve to steepen?
@@jasonshapiro4369 isn't yield curve upward sloping most of the times? From whatever I read, steep curve means people believe that long term inflation is higher and hence they demand more yield for it. As curve is steep and not inverted it signifies that longer term growth is high(and hence higher priced inflation). Please correct me if I am wrong.
Nice interview. Does knowing the big fixed income short is a large basis/arbitrage trade rather than speculative position change if you will enter the trade?
not really, but the small spec positioning has kept me out of the trade
7 percent nominal dollar-denominated YoY ROI, taking into consideration approx 30 percent currency devaluation that took place starting 3 years ago (approx 8 percent YoY relative to goods and services) corresponds to a real ROI (discounted by those metrics) of approx -23%. But ofcourse, your "illustrious" guest doesn't mention opportunity and currency devaluation risks and costs, because all of a sudden, when you take those into consideration, the Cost Benefit and Utility analyses doesn't look good at all. And that doesn't even take taxes into consideration. I don't see value for viewers witnessing this conversation, but only for the guy who's selling his "services".
❤👁
i dont trust anyone who avoids saying their age
Glad I’m not the only one who was shook by this
uno
🫡🤝