I did an FAQ video with readers about the current environment and what’s going on. I tried to cover a lot of ground including:

  • What caused the bond market spike in yields last week
  • Why tariffs are bad
  • Is this the end of the Dollar reserve status?
  • Is this a routine drawdown or is this time different?
  • How can you reduce sequence of return risk in this environment
  • Do we need to worry about the safety of safe bonds and T-Bills?

And much more. Here’s the link. I hope you find it helpful.