We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries and how will the US fund yet another war? We also discuss the newest inflations trends and how we position ourselves in these testing times. Use "macro30" to get 30% off your first purchase at www.stenoresearch.com Hosts: Andreas Steno and Emil Moller Guest: Bob Elliott, Unlimited Funds