Long-Duration Treasuries Are Among Most Risky Assets, TPW Investment Says

The video discusses the outperformance of U.S. markets amid the coronavirus pandemic and the potential for American exceptionalism in 2020. It highlights the recent underperformance of U.S. markets compared to China, which has shown strong recovery. The discussion includes the possibility of a V-shaped global recovery and the impact of political factors on market dynamics. The video also explores hedging strategies and the risks associated with overbought assets like U.S. Treasurys, suggesting a contrarian approach to investment.

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