We're posting up notes from the Sohn New York Investment Conference. Next up is Jeffrey Gundlach of DoubleLine Capital who talked about markets.
Jeff Gundlach's Sohn New York Presentation
• Public debt about to explode and interest costs will explode. Especially once we hit a recession
• He thinks there is more of a chance of recession
• Interest rates will see more volatility
• Fed Chair Powell has completely changed his tune and is moving towards MMT
• Buy interest rate volatility on the long bond. Thinks volatility could double
Be sure to check out the rest of the Sohn New York conference presentations.
Tuesday, May 7, 2019
Jeffrey Gundlach: Buy Interest Rate Volatility on the Long Bond (Sohn New York Conference)
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