Jeff Blazek
speaker
496 appearances
1 recordings
1 series
first heard Feb 2026
last heard 13 Feb
Jeff Blazek’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.
Appearances
But imagine this scenario.
What if...
What if the Fed is perceived to have lost control of the balance between inflation and employment?
What if Treasury issuance is drowning the market because suddenly Treasury investors are concerned the Congress is spending money and not raising enough revenue?
And therefore, we see interest rates climb like they did in 2022.
The balance between equities and bonds is thrown off.
The Fed is far less powerful than it was.
That put doesn't exist anymore.
And, you know, I just think that we should always be vigilant.
And yes, buy the dip has worked recently until one day it doesn't.
And those are the types of regime changes, those deltas that can be very delicate and dangerous.
One of the most perilous assumptions is the perception of low volatility.
And we're seeing it right now with VIX at 14.
Interest rate volatility is near its lows the last 12 to 24 months.
Low vol...
can encourage excessive risk-taking, optionality, a lot of comfort until that vol profile changes.
And that can have multiple derivative effects on the way assets are priced.
And it could cause small,
disruptions, be it an earnings miss.
So let's say suddenly gets hung on a debt issuance because they're now leveraging their balance sheet.
Showing 81–100 of 496 · page 5 of 25
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