Capital Ideas podcast cover image

Bond talk: Which way interest rates?

Capital Ideas podcast

00:00

Why Stocks and Bonds Send Different Signals

John Queen attributes strong stocks and higher bond yields to AI growth alongside heavy infrastructure borrowing, arguing the divergence may not persist.

Play episode from 28:49
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app