BlackRock's Thiel Likes Chinese Bonds, TIPS

The video discusses the potential of Chinese bonds as a portfolio diversifier, highlighting their independence from US monetary policy. It explores the concept of risk parity, emphasizing the negative correlation between the treasury market and the S&P 500. The discussion extends to inflation protection through TIPS, noting the Fed's current stance and the US economy's performance. Finally, it covers the Fed's dual mandate and the implications of average inflation targeting, suggesting a more relaxed approach to inflation levels.

What are the three reasons mentioned that make TIPS attractive right now?

How does the Fed's approach to average inflation targeting affect the bond market?