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89:29SHORT
“Like on tax policy, if we keep racking up our debt, it may get us out of the corner today, but is it going to really back us into a corner later on? And this…”
@Dwarkesh Podcast
Debt piling up without tax reform lifts the term premium, so long-dated Treasuries keep bleeding.
TLTSHORT@ $85.99
$81.66+5.03%
since call Dec 19
peak +6.4%
TIMESTAMPS
89:29