Deep Learning Investments' de Mello: Long China Bonds

The video discusses the impact of pandemic fears on markets, focusing on factors like inflation, yields, and COVID variants. It analyzes the yield curve and economic recovery, suggesting a potential flattening followed by steepening. The reflation trade is examined, noting a shift in market trends and the role of vaccinations. Volatility across asset classes is highlighted, with investment strategies suggested. Finally, the video explores Chinese bonds, emphasizing monetary policy and growth prospects.

How does the speaker view the current state of implied volatility across asset classes?

In what ways does the speaker believe the Chinese monetary policy is changing?

What is the significance of the yield differential between Chinese bonds and US bonds?