In Episode 331 of Hidden Forces, Demetri Kofinas speaks with Andy Constan and Mike Green after a week of turmoil in the bond market that saw a dramatic repricing of long-term government debt, raising debt servicing costs for the US government and sending yields on 10-year Treasury bonds to nearly 5%.

Demetri, Andy, and Mike spend the first hour of their conversation trying to make sense of the recent sell-off, as well as what the implications of these higher long-term interest rates will be for the economy and asset markets.

The second hour is dedicated to discussing the risk-reward calculus for investors who are trying to decide whether or not they want to use this opportunity to add bonds to their portfolios, in what amount, over what duration, and what the risks and opportunities are of doing so given the continued uncertainty about the direction of interest rates and inflation.

You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports at [ Ссылка ].

If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone from our team will get back to you.

If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:

Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed

Write us a review on Apple Podcasts at [ Ссылка ]

Write us a review on Spotify at [ Ссылка ]

Subscribe to our mailing list at [ Ссылка ]

Subscribe & Support the Podcast at [ Ссылка ]

Follow Hidden Forces on Twitter: [ Ссылка ]

Follow Demetri on Twitter: [ Ссылка ]

Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

Follow Demetri on Twitter at @Kofinas

Episode Recorded on 10/06/2023

свернуть