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 


