Unhedged The increasingly odd bond market
Oct 3, 2023
The podcast explores the recent surge in US government bond yields and the correlation between bond yields and stock prices. It discusses deficits in bond markets, fiscal challenges faced by governments, and the unpredictability of bond markets. The hosts also reflect on their incorrect predictions and discuss the weakness of the Japanese yen and potential intervention.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Dynamics of the US Bond Market
02:10 • 8min
Deficits in Bond Markets and the Implications for Governments
09:51 • 5min
Bond market unpredictability and a crypto crow eating moment
14:37 • 2min
Discussion on Weakness of the Japanese Yen and Potential Intervention
16:38 • 3min