risk assets
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 10, 2023 by James Aitken · across every show →
Everything said about risk assets, oldest first
Jul 10, 2023 bullish
Aitken: 5.5% Treasury yields mean investors are finally paid to wait
“For the first time in, let's say, roughly, 25 years, Ted, you and I, and everyone listening, we're paid not to have a view because money is not free anymore.
If interest rates are zero, then we have to have a view all the time.
Because any decision to step out…”
Apr 14, 2025 bullish
Papic: Trump will likely moderate tariffs to 5-10% rather than 40%
“I think the response is going to be President Trump saying, I was actually going for five to 10% across the board of tariffs, not 40%. Once the market sniffs that out, I think it's very dangerous to be overly bearish on risk assets.”