Speaker is maximally short on TLT (treasuries).
Bearish
“2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCullough”
David Lin Published Sep 24 · 1 passage
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So, like I'm I'm as short treasuries as you can be. I'm short TLT, Zeros, ZROZ, LQD, which is investment grade credit, high yield credit, HYG, Jojo, which is kind of like a poser manager.
What this channel has said about $TLT
David Lin has 3 calls on this stock; only the adjacent ones are shown.
2026-09-24BearishThis one
So, like I'm I'm as short treasuries as you can be. I'm short TLT, Zeros, ZROZ, LQD, which is investment grade credit, high yield credit, HYG, Jojo, which is kind of like a poser manager.
Direction flip
2026-09-10Bullish
And that's why I look at a bond market right now. If you look at TLT or bonds is basically it's essentially a a put on the S&P 500 with positive carry, no time decay, and it's just, you know, waiting around for a trigger.
Quote at 29:34 ›Direction flip