Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
About this episode
The episode discusses the global bond selloff, investment strategies with Bill Ackman, and the implications of off-balance-sheet commitments by Big Tech.
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down what’s driving the global bond selloff, why pressure has shifted from the front end of the yield curve to long-term rates, and what it could mean for investors. Plus: Big Tech’s massive off-balance-sheet AI commitments, whether the bottom is finally in for enterprise SaaS after the Workday takeover reports, a market that keeps going all the way up, and a look inside Bill Ackman’s evolving Pershing Square empire and his search for permanent capital. This episode is sponsored by Franklin Templeton. Learn more at https://www.franklintempleton.com/advantage Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/…
People in this episode
Hosts: Downtown Josh Brown, Michael Batnick
Topics covered
- bond market
- investing strategies
- AI commitments
- enterprise SaaS
- Bill Ackman
- yield curve
- market trends
Sponsors
Franklin Templeton
Mentioned in this episode
Organizations: Pershing Square, Workday, Big Tech
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