“The rise in yields is 90% real rates and only 10% inflation expectations”
DR
David Rosenberg
Macro Voices ·
“These things normally trade at 100 with 13% yield… this one issued at 90… will slowly gravitate towards 100.”
The Pomp Podcast · Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam
Play from 12:44
12:44
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What was described
Bought preferred equity in a Bitcoin treasury company issued at 90 (10% discount to NAV) with a 15% yield, planning to exit near 100
issue price 90, yield 15%, target exit price 100
Said nearby on the same subject
“The move to Treasury QE... seems to have a positive effect on the Bitcoin price.”
♫
Said on BTC Sessions
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
JB
Jim Bianco
Monetary Matters with Jack Farley ·
“Investors focusing on 10-15% yield were losing value over time because capital was eroding while paying taxes on dividends”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
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