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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

Company

About
Privacy
Terms
Support

Contact

support@barbellinsights.com

Barbell Insights is research software, not investment advice.

The Bottom Is In For Yields, NOT Equities | Vincent Deluard – Forward Guidance — Transcript

The Bottom Is In For Yields, NOT Equities | Vincent Deluard

Episode publishedMarch 12, 2025Podcast: Forward GuidanceForward Guidance↗

Mentioned

Federal Reserve $GBP Jerome Powell $10Y $GOOGL

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Christine Lagarde

$DOGE

Elon Musk

Market views

Bullish and bearish opinions expressed in this episode, paired with supporting transcript quotes. The quote confirms what was said—not whether the opinion is correct.

Bullish

EQUITIES— Bullish on European and Rest of World equities, expecting outperformance as global economic trends shift
JGB— Potential interest in Japanese bonds due to surprisingly high yields

Bearish

TLT— Bearish on US Treasuries, expecting yields to rise as the bottom in yields is believed to be in
DXY— Bearish on the US Dollar, anticipating a potential reversal of dollar dominance
SPY— Bearish on US stocks due to fiscal austerity and neutral monetary policy

Not investment advice.