The Big Bond Selloff!

The podcast discusses the recent bond-market sell-off, with losses resembling those of stock market crashes. It explores the impact of higher interest rates on stakeholders, including investors, consumers, businesses, and pension funds. The chapter also delves into the consequences of rising rates on fixed income allocations and leveraged buyouts. Financial engineering strategies and their implications on private equity-backed companies are explored. The effect of rising rates on the cost of equity capital and Jerome Powell's speech on inflation control and economic well-being are also discussed.