
Investor Intelligence
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Investor Intelligence
This Contrarian Recession Bet Could Be Your Next Big Win
Bonds have been boring. And painful.
Since 2020, long-dated U.S. Treasuries have quietly lost about half their value - while everything else (yes, including bitcoin) has soared.
But maybe that’s exactly why they’re interesting now.
In today’s episode, Jonathan Hobbs CFA joins the pod. He's making the case for TLT as one of the most overlooked opportunities in markets today.
There’s a macro angle, a technical angle, and even an AI angle.
And no, this isn’t about clipping coupons – it’s about spotting a potential bounce that most investors aren’t even looking for.