If 10-year yield falls below 1.40%, Guggenheim's Minerd says it'll likely fall to 1.20%

Guggenheim Partners Global Chief Investment Officer and Chairman of Investments Scott Minerd breaks down the market action. With CNBC's Brian Sullivan and the Fast Money traders, Guy Adami, Tim Seymour, Karen Finerman and Bonawyn Eison.

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[jerrfin]

Brian Sullivan is head and shoulders the best of all at CNBC. One day, would love to meet up to share a beer. He knows oil, oil industry, commodities, and gets the heartland. CNBC is lucky to have him.

[fondofthebonds]

So what this guy is saying is. Stocks will either go up or down.

[extraordinary.verses]

Bonawyn. This is how a finance professional should approach valuations. I agree with him.

[soulg]

Bring this guy back. He is seeing more than most.

[robertdmr]

Inflation 6% ? I guess he hasn't been to the gas station or grocery store

[MonteCristoKaramazov]

I never thought the word “transitory” should have ever been used to describe inflation. Labor cost and prices are sticky, when they tend to rise they don’t come down at the snap of a finger.

[JankAt]

Basically, he's saying cash is trash and in the next recession the Fed has no tools to save us.

[WorldWideSkboarding]

The 10-year note is the embodiment of the "It ain't much, but its honest work" meme

[cda]

inflation is good until it gets out of control especially for debtors. Right now it seems both creditor and debtor are balanced and both happy. As debtor pays close to nothing and creditor is happy as they continued the 60/40 equity/debt ratio with equities outperforming meaning total portfolio returns is better than rate of inflation. The question is can this balanced portfolio last? History says yes for long term but does not mean short term risk and volatility can be pretty ugly

[cliffluxion]

Fascinating. Thank you for this post!

[Index-o]

What makes me laugh is that experts in the past 5 years where forecasting a crash 6 month to 2 years from the present and now these guys are saying oh yeah we are gonna have a recession in the next couple of years and we are planning for it here, never mind all the warning signs saying telling you otherwise....Greed is just at an all time historical high in the world.

[robertfeinberg]

The Fed has no intention of raising rates, but the market might do it. LGBFJB!

[noahlockwood]

Ultimately, there will be 2 or more interest rate regimes. One for government and several for the rest of us. Bad things happen either way. Providing low rates for governments is a pay for influence scheme. Higher rates for governments results in sovereign defaults. Fasten your safety belts for a bumpy ride.

[carrietomiye]

Still have bonds and used to have mature in Time

[userscnamesux]

How can interest rates be artificially held below inflation rate? That's why stock market is making new highs, gold & silver prices are being suppressed too.

[jhpw]

it's a "big call" that there might be a recession in 2 to 4 years? lol

[cluedin]

Wow., predicting a recession sometime in the next 4 years, what a soothsayer!

[christopherdennis]

get the bond king gundlach not this whiny guy

[jemje]

lol if interest is back to pre-pandemic level, stock market will implode and government can’t pay that much interest expense.

[barnibizer]

Ask him where Bitcoin is going!!! If If if. Buy SP, buy crypto. No Ifs