Bonds Are Warning Of A Global Inflation Crisis
About this episode
The episode discusses rising bond yields and their implications for investors, featuring insights from John Mowrey and an interview with Sam Altman.
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. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
People in this episode
Host: Ed Elson
Guest: John Mowrey
Topics covered
- bond yields
- global inflation
- investing
- financial markets
- Trump administration
Keywords
- bonds
- inflation crisis
- investors
- financial analysis
- Trump administration
Mentioned in this episode
Organizations: NFJ Investment Group, Sources, Prof G Markets, Vox Media Podcast Network
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