“Would you be a buyer or a seller of Corweave bonds at 15% yield right now? ... I would probably not be a buyer ... I'm a seller of the worst problem child”

Jim Bianco · Monetary Matters with Jack Farley · Jim Bianco: Why I’m Finally Buying Bonds After Six Years

Play from 1:04:42
1:04:42

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What was described

Short (sell) Corweave unsecured 2032 bonds yielding 15% rather than buying them

15% yield

Said nearby on the same subject

“…if you're worried about yields further rising, well, you just buy floating rate bonds. So you're not exposed to that duration.”
♫
Said on The Money Puzzle
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“I think a lot of people view the QE ... as primarily working through the balance sheet ... but ... yields would rise ... investors sell bonds because they're not as excited”
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Brij Khurana
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Contrarian take Share this moment
“I was buying shirts for $4-$5 and selling them for $15, sold over 150 shirts, made over $2 k.”
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Dan Fleischman
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Why it worked Cost $4-$5, sale $15, >150 shirts sold, $2,000 revenue, $1 M orders Share this moment
“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 ·
Hard number 14%-15% 10-year yields over the next 5-7 years Share this moment

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