Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 2min
Is There Much Upside to Yields From This?
02:22 • 2min
What Are Your Forecasts for US Bond Yields?
04:01 • 2min
Long-Run Equilibrium Rate
05:33 • 3min
The Inversion of the Yield Curve
08:11 • 2min
The Inverted Yield Curve Is Changing the Calculus for Investing Opportunities
10:21 • 3min
Bond Market Volatility: Bank of Japan Policy Shift
13:13 • 3min
What Would Happen to Global Bond Markets if Japan Removes YCC?
15:59 • 2min
Is There a Risk of a Bank of Japan Policy Shift?
17:54 • 2min
Is the ECB Going to 3%?
20:16 • 2min
The Bank of England Is in a Pickle
22:05 • 2min
Would You Take More Risk in Europe?
24:06 • 3min
Exchanges at Goldman Sachs Podcast
27:04 • 2min