JGBs

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 19, 2022 by Brett Barth · across every show →

Everything said about JGBs, oldest first

Sep 19, 2022 bearish

Opinion

Barth: JGB market distortions will cause systemic issues for banks

“There aren't any JGBs left to own. The markets effectively become completely privatized, and that's going to have some real systematic issues, particularly as it relates to banks.”

Brett Barth Sep 19, 2022 ▶ 37:47 Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)

Oct 10, 2022 positive

Assertion Contradicted

Gave: First Fed tightening cycle where EM bonds outperform US Treasuries

“This is the first Fed tightening cycle in my lifetime where emerging market bonds are crushing U.S. Treasuries, German bonds, JGBs.”

Louis-Vincent Gave Oct 10, 2022 ▶ 15:39 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

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JGBs

Everything said about JGBs, oldest first

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