“If you want to trade rates, our recommendation is to be in that five-to-seven-year part of the curve because it offers value.”

Closing Bell · AI Trade Faces a Reality Check 10/14/26

Play from 15:03
15:03

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

recommend allocating to 5-7 year Treasury bonds for value while avoiding the long end

Said nearby on the same subject

“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
OP
Ontario Teachers Pension Plan
Capital Allocators - Inside the Institutional Investment Industry ·
Why it worked Share this moment
“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”
DR
David Rosenberg
Macro Voices ·
Why it worked Share this moment
“The treasury buyback program ... we’re going to buy back that 28-year bond ... and we’re going to issue treasury bills”
♫
Said on The Master Investor Podcast with Wilfred Frost
Why it worked $6 billion buyback; 28-year bond; Treasury bills Share this moment
“Scott Besant… buying $6 billion in bonds… you’re talking about $6 billion versus a $40 trillion treasury market… it seems like it’s clearly failed because long-term rates have marched significantly higher”
♫
Said on The Real Eisman Playbook
Why it worked $6 billion Share 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.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.