The financial sector and government bonds are at the center of the discussion. The speaker criticizes the practice of obfuscated eating, where something is placed on top of an issue rather than addressing it directly. The speaker questions the authenticity of quotes attributed to influential economists and highlights the lip service given to alternative thought. The blame for the current crisis is placed on the size of the financial sector and the actions of central banks. Government bonds are seen as a safe investment, but their value can be destroyed when interest rates rise. This can lead to the bankruptcy of banks and the destruction of asset values.