Betting On Deflation, Hard
17:43–18:54 · 71s
He explains why AI is deeply deflationary and why he’s into long-duration Treasuries, even floating the possibility of negative rates as the Fed chases collapsing prices.
17:43–18:54 · 71s
He explains why AI is deeply deflationary and why he’s into long-duration Treasuries, even floating the possibility of negative rates as the Fed chases collapsing prices.
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