Bonds Are Warning Of A Global Inflation Crisis

2026-09-03 · 38 min · 10 entities

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Entities found in this episode

companys 6

mentioned Vox Media Podcast Network company

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evidence rules-v5
Feed author/publisher: Vox Media Podcast Network
mentioned Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media
mentioned Business company

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evidence rules-v5
Feed category: Business
discusses Business company

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evidence rules-v5
Feed category: Business
hosted by Vox Media Podcast Network company

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evidence rules-v5
Feed author/publisher: Vox Media Podcast Network
hosted by Prof G Media & Vox Media company

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evidence rules-v5
Feed author/publisher: Prof G Media & Vox Media

websites 2

mentioned Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship
discusses Entrepreneurship website

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evidence rules-v5
Feed category: Entrepreneurship

concepts 2

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
Feed category: Investing

Episode description as stored

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