Episode Details
| Title | The New Regime People Don’t Want To Accept | Jim Bianco |
|---|---|
| Date | 6/4/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $BONDS - Bonds are now more attractive with higher yields, offering limited downside risk due to the 5% yield.
- “Now that we have a 5% coupon or a 5% yield on bonds, the losses you will have in the bond market can be very limited.” - Jim (48:09)
- 🟢 $EUROPEANSTOCKS - 🔒
- 🟢 $GOLD - 🔒
Bearish:
- 🔻 $YENCARRY - 🔒
- 🔻 $USTREASURIES - 🔒