Christian Mueller-Glissmann on Bonds, AI CapEx, and 60/40 | U Got Options with Cem Karsan
Welcome back to You Got Options from the SIBO floor brought to you by Top Traders Unplugged and Kaiwa. Today we get to talk to Christian Mueller Glyman from Goldman Sachs. Incredible wide ranging conversation dealing with everything from are we in a bubble? Are the earnings real and sustainable in the market? Do do valuations on a bond basis make sense at this point? What's the role of volatility in a portfolio? And are we likely at this point to need to look at ball a little bit more than we had been in pre previous periods? Lastly, where are we going with the bond market and the speed limit of 6040? Is this a time to be watchful and prepare…