Jon Turek 2.2 1 idea

Founder, Turek Capital
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0 winning  /  1 losing  ·  1 positions (30d)
Net: -3.1%
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The distribution of outcomes for AI is widening (it's either a productivity miracle or an over-investment bubble). The Front End of the US Yield Curve is the best hedge. If AI causes labor displacement (deflation) or if the bubble bursts (recession), the Fed cuts rates aggressively. LONG Front End Treasuries (2-Year). Inflation re-accelerates to 3-4%, forcing the Fed to hold or hike.
TLT Bloomberg Markets Feb 16, 11:59
Founder, Turek Capital
Jon Turek (Founder, Turek Capital) | 1 trade ideas tracked | TLT | YouTube | Buzzberg