The Bond Market Is the Truth Teller No One Listens To, Feat. George Goncalves

<p><span style="font-weight: 400;">Today on the Brief:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">More bad news from jobless claims and the GDP</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The big tech hearing was a whole bunch of nothing; watch TikTok instead</span></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Robinhood dives into Kodak (but so do illegal insider traders)</span></li> </ul> <p><span style="font-weight: 400;">Our main conversation is with independent bond strategist George Goncalves.</span></p> <p><span style="font-weight: 400;">We discuss:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">How the bond market watches Federal Reserve meetings</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">What, if anything, was new about this week’s FOMC meeting</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">What it means that the bond market and equities market tell different stories</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why the bond market has been telling a long-term story of slowing growth</span></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Whether institutional investors are actually moving away from government debt and into gold </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why Judy Shelton should have a place on the Federal Reserve</span></li> </ul> <p><strong>Find our guest online:</strong></p> <p><span style="font-weight: 400;">Twitter:</span> <a href= "https://twitter.com/bondstrategist"><span style= "font-weight: 400;">@bondstrategist</span></a></p>