US government bonds and German government bonds are excellent defensive positions during the deflationary bust because yields will decline sharply, causing bond prices to rally as inflation collapses.
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Speaker
Henrik ZbergEvidence Quote
“because what happens to to everything is the inflation comes down then the rat will come down yields will come down and that's where bonds go up so that's what you buy [22:30]”
Created: 8/11/2026, 7:45:29 AM
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