#259 Hedge Fund Telemetry's Thomas Thornton On The Biggest Macro Risk That Could Trigger Panic Buttons

The Julia La Roche Show · May 20, 2025 · 57m

Tommy Thornton, founder and president of Hedge Fund Telemetry, returns to The Julia La Roche Show to discuss the volatile market conditions of 2025 . He examines bond market risks, highlighting concerns about rising treasury yields and potential systemic impacts if rates break key levels. Thornton analyzes tariffs, the Fed, tax cuts, the national debt, and the probability of a recession.

Sponsors:

Monetary Metals. https://monetary-metals.com/julia

Kalshi: https://kalshi.com/julia

Links:

https://www.hedgefundtelemetry.com/

https://www.x.com/tommythornton

Timestamps:

0:00 - Introduction and…