
About this episode
Chris, Saied and Haroon have been building up slowly on our collective knowledge and discussions about the bond market. Well, in this episode we put it all together and talk about how its current status is likely going to impact you and all the news you're hearing. But first, the boys jump in to some compelling financial facts they quote from one of their favorite X pages - The Kobeissi Letter. One of the boys' favorite economists Mohamed A. El-Erian says that "something is likely to break" after the most recent jobs data came out. And, we are in the worst bond selloff since 1787 which allegedly ends the "Free-Money" era. Chris and Saied also lovingly sound off on Internet trolls because it wouldn't be an episode of The Higher Standard without some sassy banter.
Resources:
The Kobeissi Letter (via X)
How much can and should the government borrow? (Bloomberg Opinion via Instagram)
The 5% bond market means pain is heading everyone’s way (Bloomberg)
‘Something Is Likely to Break’ After Jobs Data, El-Erian Says (Bloomberg)
Markets Brief: Will Bond Yields Top 5%? (Morningstar)
Long Bonds’ Historic 46% Meltdown Rivals Burst of Dot-Com Bubble (Bloomberg)
Worst US Bond Selloff Since 1787 Marks End of Free-Money Era (Bloomberg)
Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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