Alex Frangos

speaker

438 appearances 22 recordings 1 series first heard Feb 2025 last heard 1 Sep

Alex Frangos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 16 in all, peaking in Aug 2026 with 3.

Appearances

newest first · ▶ plays the moment

WSJ What’s News · What's Next for Bonds? · 21 Aug 2026 podcast

You mentioned you have all your money in stocks. voice-verified

Well, you know, stocks go up and down a lot. voice-verified

They're very volatile, whereas bonds pay a steady coupon and that coupon is rising, meaning it's making it more attractive to own bonds. voice-verified

So voice-verified

So that can have big ripple effects on the stock market, you know, when investors say, well, I'd rather just own that government debt that's just going to pay me five point something percent and I don't have to think about it. voice-verified

It's a bit of a mystery why yields on the long end are going up. voice-verified

There's a bunch of factors that could be at play, but one of the major ones that people are pointing to is there's just a lot of demand to to borrow. voice-verified

The government has this huge deficit, the biggest that you'd see, you know, outside of wartime or recession when the government's trying to, you know, boost growth. voice-verified

And then you have this massive AI build out. voice-verified

So you have companies that you didn't need to issue debt like Google voice-verified

And Facebook's owner Meta and Oracle, who were borrowing a ton of money. voice-verified

You have some inflationary pressure, you know, oil prices are gone back up because of the stale made in the Persian Gulf. voice-verified

So there's a mixed vegetable soup of uh of factors that are causing bond yields to rise. voice-verified

Well, yeah, I should mention that like another reason that long term bond yields rise is because investors are expecting growth to be higher and so that can also be a factor. voice-verified

But you can't deny that the stock of debt as a percentage of the size of the economy, which is one easy way to kind of measure it, has grown as over a hundred percent. voice-verified

You had that forty trillion dollar number come out this week. voice-verified

That's just a round number. voice-verified

It's more symbolic. voice-verified

The economy is also voice-verified

Grown massively over the years. voice-verified

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