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Podcast: The Real Investment Show (Full Show)
Episode: 10-9-25 Recession & Bonds - What Happens When the NExt Downturn Hits
Description: A recession usually means falling inflation and lower bond yields — good news for bond investors. But what if this time is different?
Lance Roberts & Michael Lebowitz break down how the next recession could flip the bond trade from bullish to bearish — and why government policy and fiscal stimulus may once again distort the relationship between inflation, yields, and bond prices.
0:19 - US Dollar Impact on Multi-national Companies
3:32 - Expectations for Market Reversal
9:45 - The AI Chase & Circular Money Flow
13:17 - Investments are Based on Hopeful Future Demand
16:28 - The Question of The How & The When
19:12 - The Nvidia - AMD - Op...