
MI072: Why Warren Buffett Might Be Wrong with Matthew Piepenburg (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
The Fed's Low Rate Policy Can't Continue Anymore
The bond market ultimately has more say over interest rates than a central bank. Investors start to realize there's just not enough yield for the risk of holding these artificial monster zombie Frankenstein bonds. When inflation increases, people will see that their inflation-adjusted returns are getting nowhere in their bond markets. The Fed wants to target higher but real inflation is closer to 10%.
Transcript
Play full episode