Macro Mondays
Macro Mondays
Andreas Steno Larsen and Mikkel Rosenvold
#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
1 hour 4 minutes Posted Oct 29, 2023 at 11:00 am.
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Show notes

We host the great Bob Elliott of Unlimited Funds to a deep dive into the outlook for US Treasuries. What does the new House speaker and upcoming appropriations talks mean for markets and treasuries and how will the US fund yet another war? We also discuss the newest inflations trends and how we position ourselves in these testing times.

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Hosts: Andreas Steno and Emil Moller
Guest: Bob Elliott, Unlimited Funds