Real Vision: Finance & Investing Is Bond Volatility Here to Stay?
Dec 19, 2023
The podcast discusses bond volatility and the impact of monetary policy on yields. They also explore the potential inflationary effects of re-regionalization in manufacturing and the importance of building a resilient supply chain. The conversation includes debates on AI's impact on ad spending and early-stage investing. Finally, they speculate on bond volatility and offer insights for investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Volatility in Bond Yields and Market Expectations
03:26 • 6min
The Inflationary Effects of Re-Regionalization in Manufacturing
09:21 • 3min
Building a Resilient Supply Chain
12:41 • 9min
Debating the Potential of AI and its Impact on Ad Spending
21:59 • 3min
Early-Stage Investing, AI Training, and Commodities
25:07 • 7min
Speculating on Bond Volatility and the Implications for Investors
31:40 • 2min