PodcastBloor Street Capital | Jimmy Connor Growing and Protecting My Wealth October 17, 2026
David Rosenberg: What the Bond Market Is Telling Us
David Rosenberg argues bond yields are driven mainly by Fed expectations, that inflation is overstated once shocks are removed, and that bonds will outperform equities over the next year.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.