Contrarian Bet: Long Bonds to Outperform This Year #shorts

Añadido: 2026-05-16

[00:00:00]I think long bonds and the tenure will be the best performing assets as as the growth scare and core inflation come down, which we're we're predicting and we see that coming. So, that's our bet.

[00:00:10]It's a it's kind of one of the most hated bets on the planet. No one is calling for the US uh 30-year bond to outperform this year.

[00:00:19]So, I like being very contrarian. It's asymmetric and once people realize how bad things are, it'll happen quick.

[00:00:25]>> not concerned that I guess the last 6 years we hasn't really come back? I guess everyone's been saying, "Oh, if we get a recession here if any problems happen that the long bond will sort of come back." But, it hasn't.

[00:00:37]Well, there hasn't been a recession yet.

[00:00:39]They've they've been able to eke out growth through fraud in the Biden years and then AI took over the last year.

[00:00:46]But, it's coming. It's coming hard and fast and furious and with the oil shock it can't be avoided. But, it's interesting to note asset allocators are way underweight bonds and way overweight equities. So, eventually the uh there's there's too many people on one side of the boat. We know how that ends.