It's Shocking Where We Are in The Bond Market, Says Ron Temple

The transcript discusses the current state of the bond and equity markets, exploring the relationship between them and potential implications of central bank actions. It examines investment strategies, including the appeal of equities over bonds, and the challenges of valuing gold. The possibility of US currency market intervention is considered, along with its potential impact. Finally, the transcript analyzes defensive investment strategies, emphasizing the importance of focusing on companies with competitive advantages.

What types of assets does the speaker suggest might be appealing if rates continue to change?

What is the speaker's perspective on investing in defensive stocks?