

Surveillance: Bond Vigilantes with Yardeni
Aug 18, 2023
Edward Yardeni, president of Yardeni Research, discusses the impact of bond yields. Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains why now is a good time to buy fixed income. Sheila Kahyaoglu, senior equity research analyst at Jefferies, talks about declines in domestic airfares. Steve Pagliuca, senior advisor at Bain Capital, discusses the potential disruption in the premier league due to the recent Saudi investment in football.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Bond Vigilantes and the Threat to Bullish Equity Calls
01:42 • 6min
The Importance of the Bond Market and Thriving in a Changing World
07:41 • 2min
Current State of the Bond Market
09:32 • 15min
Global Air Traffic and the Future of Corporate Travel
24:14 • 3min
The Impact of Capital Injection in Football and Club Investment Prospects
27:39 • 5min
Impact of Higher Interest Rates on Sports Team Values and Global Expansion of Sports
32:55 • 3min