A standout episode for anyone trying to make sense of today’s dislocated markets, and the structural changes redefining tomorrow.
In a week where markets swung from highs to echoes of COVID-era panic, Anton Eser, CIO at 10X Investments, joined Michael Avery to unpack the chaos shaking the $29 trillion US Treasury market.
With decades of experience steering global portfolios through crises, Anton explains why recent bond market movements are unprecedented—from forced unwinds and basis trade blow-ups to foreign capital flight and fiscal sustainability concerns.
They explore:
- Why traditional safe-haven logic broke down
- The hidden risks behind inflation and tariffs
- The shift from globalisation to fragmentation
- How long-term investors should recalibrate in an age of volatility
- And the ultimate rule in uncertain times: tune out the noise, think long term
🎧 Listen now for perspective beyond the headlines.