http://www.youtube.com/watch?v=48vsWWyCCAw
Has the historic 30-year bull run in bonds finally come to an end? Is the bear market in fixed income assets just beginning? If the answer to these questions is “yes”, what should an investor do right now to take advantage of this generational paradigm shift?
Jonathan Casteleyn, Director of Financials Research at Hedgeye Risk Management, discusses the remarkable sea change underway in the U.S. bond market, and how this move will have a profound effect on institutional and retail investors’ portfolios across the globe.