“Crazy” in love with UST’s

Today, Grant Williams, macro strategist extraordinaire and co-founder of Real Vision TV (with Raoul Pal), posted a video on the RV site titled “Crazy”.  In it he summarises the mind boggling global debt situation and goes on to highlight some of my favourite arguments that I refer to in my blog regarding the relative “bonanza” to be found in long dated US Treasury bonds and why I consider bond bears to be a little naive and narrow minded in the face of the current macro environment.

I urge you to read and watch the video, it is entertaining and one of the most informative videos you will find on any media right now.  I subscribe to Real Vision and I wholly recommend it to my readers and to anyone who feels challenged or confused by the environment we live in.

Best,

Charlie Ledezma


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