Description
Rich Excell CFA, CMT is joined by Barry Knapp, Managing Partner of Ironsides Macro to discuss what is being priced into the bond market and the stock market, where they agree and where the discuss agree. Barry covered TGA, RRP, Active Treasury Issuance, Negative Swaps Spreads, Inverted Yield Curves and QT. Most importantly, he made all of those terms understandable for those that don't follow the inner-workings of the bond market as closely as he does.
Tony Zhang Phd, CFA and Rich Excell CFA, CMT get together to recap the events of the week. We hardly discussed the CFASC Annual Dinner because there was so much else going on!
Published 11/08/24
Fred Goodwin aka Mr. Risk, a senior macro strategist at State Street, is a guest of Rich Excell CFA, CMT. They have a wide-ranging discussion from leptokurtotic distributions to Chinese stimulus policy to the Rule of 100. When it is all said and done, does it all come down to TINA (There Is No...
Published 10/30/24