Episode Details
| Title | The Bottom Is In For Yields, NOT Equities | Vincent Deluard |
|---|---|
| Date | 3/12/2025 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EQUITIES - Bullish on European and Rest of World equities, expecting outperformance as global economic trends shift
- “I think that trade, long long euro long not just Europe, but really Rest of the world. More what rest of the world. Yeah. Yeah. It's it's finally the year where it works.” - Vincent (1:03:32)
- 🟢 $JGB - 🔒
Bearish:
- 🔻 $TLT - 🔒
- 🔻 $DXY - 🔒
- 🔻 $SPY - 🔒