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Podcast: Thoughtful Money with Adam Taggart
Episode: Luke Gromen: Bonds Are Now "Un-investable"
Description: We find ourselves in a time of transition, one that may increasingly be later described as upheaval.
In a week, we'll have a new US President, which will bring change both to the US and to geopolitics.
We already have a new interest rate regime as the world's major central banks have pivoted back to cutting rates.
And we may be seeing the start of a new era in bond yields, which have been marching higher despite the wishes of the central planners. If this continues as a secular trend, this higher cost of debt could prove destabilizing the world's...