“A $4.95 10-year note, the hedge that it has had to AI I think is really important”
Phil Kemporelli, J.P. Morgan Wealth Management · Closing Bell · Closing Bell Overtime: Markets Brace for Election Results 11/3/26
Play from 6:53
6:53
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
recommended holding a $4.95 10-year Treasury note as a hedge to AI exposure
$4.95 10-year note
Said nearby on the same subject
“What you want to do is hold your fund in slightly different weights compared to how strong the momentum is from each stock, and make sure you have some exposures outside of that momentum bucket as well.”
“He explained… 'as the 10-year becomes more attractive, it becomes much more difficult for these highly indebted neoclouds to raise money' and noted the 15% bond yield”
♫
Said on Prof G Markets
Why it workedBond yield 15%; debt $52 billion; interest $640 million last quarterShare this moment
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.