Bond Voyage, Trash Talk, Take Shelter 10/2/23
Oct 02, 2023•45 min
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Episode description
The 10-year yield is hitting its highest level since 2007, and our market guest still sees opportunities in bonds ahead of a recession. Plus, Birkenstock is preparing for its IPO. VC Sam Lessin joins us with what the IPO market means for Silicon Valley and beyond. And a bullish call on a housing name one analyst says is well positioned for a slowdown.
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