Bullish:

• 🟢 $Bonds - Discussing the benefits of buying bonds in the current market environment and the potential for yields to attract new investors.
  • “Today is exactly why you wanna buy a bond.” - Mike (0:00)
  • “The minute we flip back to, as we're seeing today, you know, growth scares and that the fed is going to intervene on the side of propping up growth... we'll go back to the negative correlation in terms of higher interest rates are associated with higher equity prices.” - Mike (0:00)
  • “If the Federal Reserve wakes up to that and says, oh my gosh. The entire system could break and we have to respond to it, then we'll have a different answer.” - Mike (0:00)
  • “Once the panic sets in, the answer is everybody. Once yields get cut to the point that you can finance those bonds, an entirely new class of levered investors starts to step in.” - Mike (0:00)
  • “The second thing that I would highlight is this is the first time that we're watching a system that has become the world's largest sovereign wealth fund that by and large behaves as if it is a single entity.” - Mike (0:00)

Bearish:

• 🔻 $S&P 500 - 🔒

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• 🔻 $Russell 2000 - 🔒

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