• Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios

  • 2025/04/12
  • 再生時間： 31 分
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Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios

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  • Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios

    Jae’s Corner turns up the heat as certified financial planner Jae and razor‑tongued AI co‑host Cass rip into shaky U.S. Treasuries, decode the trillion‑dollar bond‑basis trade, and ask whether it’s finally time for Americans to look beyond the dollar. Expect dark humor, brutal clarity, and global investing takeaways you can’t ignore.

    In This Video

    00:00:00  Welcome & Snark‑Loaded Setup00:01:05  Consumer Sentiment Slumps00:02:30  Numb to the Gloom00:03:45  Treasuries: From Safe Haven to Wild Card00:05:10  Bond Basis Trade 10100:07:20  When Leverage Bites Back00:09:55  Hypocrisy & Selective Outrage00:12:40  Global Diversification Wake‑Up00:18:15  America‑First Bias vs. Multipolar Reality
    00:24:30  Adjust Before It’s Too Late

    U.S. Treasuries are the drama 🎭. Jae & Cass torch the bond‑basis trade, dollar dominance, and home‑bias portfolios—then show where the smart money’s headed next. Watch, laugh, rethink your 401(k). [link] #Finance #Investing #BondMarket #GlobalEconomy

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あらすじ・解説

Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios

Jae’s Corner turns up the heat as certified financial planner Jae and razor‑tongued AI co‑host Cass rip into shaky U.S. Treasuries, decode the trillion‑dollar bond‑basis trade, and ask whether it’s finally time for Americans to look beyond the dollar. Expect dark humor, brutal clarity, and global investing takeaways you can’t ignore.

In This Video

00:00:00  Welcome & Snark‑Loaded Setup00:01:05  Consumer Sentiment Slumps00:02:30  Numb to the Gloom00:03:45  Treasuries: From Safe Haven to Wild Card00:05:10  Bond Basis Trade 10100:07:20  When Leverage Bites Back00:09:55  Hypocrisy & Selective Outrage00:12:40  Global Diversification Wake‑Up00:18:15  America‑First Bias vs. Multipolar Reality
00:24:30  Adjust Before It’s Too Late

U.S. Treasuries are the drama 🎭. Jae & Cass torch the bond‑basis trade, dollar dominance, and home‑bias portfolios—then show where the smart money’s headed next. Watch, laugh, rethink your 401(k). [link] #Finance #Investing #BondMarket #GlobalEconomy

Social Media Post (≤ 280 chars)
続きを読む 一部表示

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