Show notes
Today we post a 2-part long-form episode. First, we welcome in Barry Knapp of Ironside Macroeconomics. Barry has a long career in some of the largest Wall Street institutions. His knowledge of the bond market and the volatility we've seen within it lately is valuable for listeners of MSD. We take a deep dive within the curve and this week's treasury auctions. Who's buying? Who is not buying?
We then welcome in Michael Oliver of Momentum Structural Analysis to talk about his data behind the treasury market and its implications on the equity market and precious metals. We also have a discussion on the barometer of the GDX and what a much higher gold price means for the world.
Barry's work can be found HERE
Michael's work can be found HERE
We'd like to thank our sponsors:
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