Kathy Jones, Chief Fixed Income Strategist at Schwab, brings sharp insights into the bond market's current landscape. She navigates the complexities of rising inflation and federal debt, offering tactical strategies for investors. The conversation creatively uses surfing as a metaphor for tackling market challenges. Additionally, the hosts delve into the exciting world of quantum computing, discussing its potential to revolutionize technology with applications in drug discovery and machine learning, while referencing NVIDIA's stock performance.

Schwab's Kathy Jones discusses fixed income strategy, bonds versus bond funds, and the importance of diversification. The podcast also touches on stock market trends, inflation expectations, TIPS versus nominal Treasuries, and the risks of investing in crypto. Jack adds some light-hearted banter about stocks along the way.

Ethan Harris, BofA Securities Head of Global Economics, sees a mild recession early next year. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist says market is pricing in four Fed rate cuts next year. Kathy Jones, Charles Schwab Chief Fixed Income Strategist says there's a lot of disinflation in the pipeline. Dan Ives, Wedbush Sr. Research Analyst says AI is going to bigger than the street anticipates. Sean O'Brien, Brotherhood of Teamsters General President says Amazon is definitely a target going forward.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Kathy Jones, Chief Fixed Income Strategist at Schwab, discusses the bull case for bonds, caution on private credit & leveraged loans. Topics include the inverted yield curve, declining term premia, bond market tracking, bond supply's effect on price, the state of mortgage-backed securities, investment options beyond treasury strategy, and bond market sentiment.

Chief Fixed Income Strategist at Charles Schwab discusses fixed income opportunities and positioning for a correction. Professor of Economic Policy at Harvard talks about balance of worry in jobs report and potential recession. Co-founder of Merk Investments shares insights on how high gold prices can go.