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Timestamps:
00:00 Introduction
00:30 Nick Favors Stocks Over Bonds Until He Sees Data That Say Otherwise
05:25 Potential For An Bond Auction Failure
06:44 U.S Government Borrowing: Treasury Bills vs. Treasury Coupons
21:49 Conditions At Recent Treasury Market Auctions
25:13 Short Bonds, But Not Wildly Bearish
26:13 VanEck Ad
27:14 Is Yield Curve Steepener Trade Positive Carry or Negative Carry?
28:43 Inflation Volatility Is Bad For Term Premia
33:13 Bull Steepener vs. Bear Steepener: How Will The Yield Curve Uninvert?
39:10 Bull Steepeners Usually Occur Faster Than Bear Steepeners (Nick Thinks Bull Steepener Could Be More Likely)
54:24 Volatility In The Bond Market
01:02:21 Relative to Bonds, Nick Is Bullish On Stocks
01:07:49 The Labor Market
01:09:53 GameStop and the Return of Meme Stocks
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.