In this episode of the Big Question Podcast, I sit down with Jared Dillian, the editor of the Daily Dirtnap and an ex-Lehman Brothers trader.

Jared and I discuss bond markets and how they fit into the current global macro landscape. Among other things, Jared shared with me an interesting theory on what the US national debt policy might very well be after the election, regardless of who’s in the White House. We also talked about Brexit and a potential market reaction to the upcoming referendum and much more.

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