“The bond market is a multiple of the size of the equity market. Oh, yes. 3x, 4x, something like that?”
RW
Robin Wigglesworth
Masters in Business ·
Rob Wigglesworth · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth
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stated the size of the US municipal bond market
$4-5 trillion
“The bond market is a multiple of the size of the equity market. Oh, yes. 3x, 4x, something like that?”
“Municipal bonds… could be completely tax-free… probably want to have those outside of the IRA”
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
“Globally, the bond market actually is bigger than the entire banking system as well.”
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