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I had the absolute pleasure of sitting down with Jesse Felder, founder of Felder Investment Research - one of the few research publications I regularly look forward to hitting my inbox each month.
Jesse believes that long-dated yields could be the catalyst for some potential upcoming instability in markets. They have been selling off in anticipation of future inflation fears and the massive scheduled for the rest of the year.
If 10-year yields break the highs, equity markets could be in for a shock. Jesse also thinks this is an attractive environment for gold to finally break the highs.
I hope you enjoy the conversation as much as I did!
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