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

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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
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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.