Unhedged cover image

Why the bond market matters now

Unhedged

00:00

The Transition to a Higher Rate World

I don't think we have reason to think that 5% interest rates should be terribly high. No, the anomaly was the post-crisis period. And it's taking time, I think, for people to realize this is a transition period and there may be something different that comes out in the other end.

Transcript
Play full episode

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