
MacroVoices Erik Townsend & Patrick Ceresna welcome Harley Bassman. They discuss the Fed’s credibility crisis, the fiscal recklessness behind higher term premiums, and how mortgage convexity, ETFs, and hyperscaler borrowing are rewiring the global bond market. https://bit.ly/46wQwnB ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://secure.bigpicturetrading.com/membership/signup/fOY4YJYX 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/
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MacroVoices #552 David Rosenberg: Navigating The Noise

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2)

MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle

MacroVoices #549 Matt Barrie: AI-gent Provocateur
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