Ed Elson is joined by John Mowrey to break down why bond yields have been rising and what it would mean for investors if they continue to increase. Then, Alex Heath returns to unpack his interview with Sam Altman. Finally, Ed shares his thoughts on why bond investors are fed up with the Trump administration.
John Mowrey is the Chief Investment Officer at NFJ Investment Group. Alex Heath is the author of the Sources newsletter and host of the Sources podcast.
Looking for the full version? Become a Prof G+ subscriber for unlimited, ad-free access to all our videos, including exclusive content only available on Substack.
