In Episode 331 of Hidden Forces, Demetri Kofinas speaks with Andy Constan and Mike Green after a week of turmoil in the bond market that saw a dramatic repricing of long-term government debt, raising debt servicing costs for the US government and sending yields on 10-year Treasury bonds to nearly 5%.

Demetri, Andy, and Mike spend the first hour of their conversation trying to make sense of the recent sell-off, as well as what the implications of these higher long-term interest rates will be for the economy and asset markets.

The second hour is dedicated to discussing the risk-reward calculus for investors who are trying to decide whether or not they want to use this opportunity to add bonds to their portfolios, in what amount, over what duration, and what the risks and opportunities are of doing so given the continued uncertainty about the direction of interest rates and inflation.

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Producer & Host: Demetri Kofinas

Editor & Engineer: Stylianos Nicolaou

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Episode Recorded on 10/06/2023