If Duration Is In A Bubble, Where Can Investors Hide?
Tyler Neville and Jack Farley on the worsening rout in tech, GameStop's resurgence, and Bitcoin's role in a yield-starved world.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
DB-Mar8, 2021. As treasury yields continued their ascent today, big tech stocks such as Alphabet Inc ($GOOGL) and Apple Inc ($AAPL) joined growthy darlings such as Tesla, Zoom, and Peloton in today’s sell-off with the NASDAQ 100 closing today down 11% from its highs. Real Vision editor Jack Farley welcomes Tyler Neville, senior editor of Blockworks, to break down the ongoing rout from growth stocks. Neville shares how he thinks this “bubble in duration” will end, where he sees opportunity in going short GameStop puts, and why he remains extremely bullish on Bitcoin.
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