Looks Good on Paper: Bond Yields, AI, and Economic Debt
Duration: 56:28 | Recorded on September 3, 2026
S3E34 - While headline economic indicators and stock market highs look impressive on paper, the underlying financial foundation feels far less solid. Hosts Kent and Kyle analyze the global sell-off in bond markets, rising national debt, and the widening economic divide between 401(k) investors and mortgage seekers. Comparing current conditions to historical crises, from 1970s stagflation to the 2008 TARP bailout, they examine how $220 billion in corporate AI borrowing is driving up interest rates and altering the labor market.
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