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Which podcasts are discussing TLT?
43 ATTRIBUTED IDEAS · 39 EPISODES · 19 SHOWS
The shows
MacroVoices
Excess Returns
Forward Guidance
The Alpha Exchange
Wealthion - Be Financially Resilient
Thoughtful Money
Animal Spirits
Commodity Culture
Eurodollar University
The Julia La Roche Show
CNBC Fast Money
Goldman Sachs Exchanges
The Derivative
The Dividend Cafe
The Grant Williams Podcast
The Meb Faber Show
The Options Insider Radio Network
The Pomp Podcast
What Bitcoin Did
Where the discussion went deepest
2 JUL2 JULTHE JULIA LA ROCHE SHOW
Short-term yield drop signals impending structural recession
“A macro thesis argues that coincidental macro indicators have crossed recessionary thresholds, with a sharp drop in short-dated Treasury yields serving as the final confirmation catalyst.”
#384 Henrik Zeberg: While Markets Rally, a Recession Signal Just Quietly Triggered
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25 JUN25 JUNCOMMODITY CULTURE
Overweight US long-term Treasuries near 5% yield
“The speaker argued that US long bonds yielding around 5% represent the single most compelling buy-and-hold value across markets.”
Start of 2026 Was 'Opportunity of a Lifetime' to Sell Your Gold & Silver: Mike McGlone
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21 MAY21 MAYTHOUGHTFUL MONEY · 05:00
Long-dated treasuries bottoming as best asset
“The bull case was made for long-duration US Treasuries (TLT), framed as the best-performing asset class for the year, with a cycle low imminent.”
Ed Dowd: Big Downturn Coming -- "I've Never Seen Anything Like This" · with Thoughtful Money's
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1 MAY1 MAYWEALTHION - BE FINANCIALLY RESILIENT · 21:00
Bond market faces risk of catastrophic break
“The bear case argued: a bullish chart pattern in the 10-year yield points to a potential surge toward 8%, which would cause a collapse in bond prices (like TLT) and devastate portfolios.”
8% Interest Rates? Chris Vermeulen Warns the Bond Market Could Break
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16 APR16 APRTHE DERIVATIVE · 25:00
Bonds' historic drag on managed futures
“The host presented the case that an unprecedented four-year negative contribution from global bonds is the primary culprit for recent poor managed futures performance.”
Spring Six Pack talking Florida Conferences, Bonds, AI & Hand Dryers · with Roy Niederhoffer
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16 APR16 APRMACROVOICES · 15:45
Bond paired trade: near-term puts, longer-dated call
“The host structured a defined-risk paired trade on TLT to play for near-term bond weakness from inflation fears, while maintaining upside exposure for a later growth slowdown.”
MacroVoices #528 Luke Gromen: Hormuz Could Lead To a 1956 US Suez Moment
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