Economic Uncertainty Ahead
Josh discusses the current state of interest rates, highlighting that nominal yields are historically in line with past averages, while real yields have just reached 2%. He notes significant fluctuations in long-term bonds, contrasting them with short-duration bonds that have stabilized. Scott raises concerns about the potential for a recession as the economic landscape evolves, suggesting that the ongoing unpredictability may soon culminate in a downturn.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown
Related Questions
What are the effects on the economy of cutting federal funds rates as discussed in the episode Talk Your Book: Betting on Duration and the clip Bond Market Dynamics?
What are the effects on the economy of cutting federal funds rates as discussed in the episode Talk Your Book: Betting on Duration and the clip Bond Market Dynamics?