Chapter
Predicting Inflation with Two-Year Bond Rates
37:27 - 42:40 (05:13)
The uncertainty in the world's economy causes everything to shut down, so it's important for allocators of capital to predict where the inflation market is going. Two-year bond rates relative to the fed funds rate can predict where the bond market's prediction of inflation is going, and we may see a 5.5% fed funds rate soon, leading to higher interest rates for investors.
Clips
The two year bond rate relative to the Fed funds rate can indicate the bond market's prediction of inflation.
37:27 - 40:33 (03:06)
Summary
The two year bond rate relative to the Fed funds rate can indicate the bond market's prediction of inflation. With upcoming inflation data, the current rates will be important to watch.
ChapterPredicting Inflation with Two-Year Bond Rates
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker suggests that despite the possibility for higher rates and inflation, investing in venture-backed companies with monumental secular growth is still feasible if one adheres to the principle of accepting higher rates for longer.
40:33 - 42:40 (02:07)
Summary
The speaker suggests that despite the possibility for higher rates and inflation, investing in venture-backed companies with monumental secular growth is still feasible if one adheres to the principle of accepting higher rates for longer.