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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Released Tuesday, 13th February 2024
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Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Danny Dayan: Reacceleration Risk Threatens Bond Market, Demographics In U.S. Are Inflationary (Not Deflationary)

Tuesday, 13th February 2024
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Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__Follow Danny Dayan on Twitter: https://twitter.com/DannyDayan5Follow VanEck on Twitter https://twitter.com/vaneck_usFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks___Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london__Timestamps:(00:00) Introduction(00:29) Recession Is An Overrated Risk(04:33) The Right-Tail Risk: Reaccelerating Inflation(16:18) Will Stocks Continue to Outperform Bonds If Inflation Reaccelerates?(21:25) VanEck Ad(22:13) What Is The Neutral Rate Of Interest?(29:22) Why Are Financial Conditions So Loose?(44:59) "If Economy Stays Hot, I Think There Will Be Zero Rate Cuts This Year"(47:22) Demographics Is Wildly Misunderstood(01:01:20) China(01:04:39) Duration Bubble of 2020 & 2021 Means Losses From Higher Rates Are Borne Not By Borrowers But By Lenders(01:06:19) Danny's Bull Case For The Dollar__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.

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