Ben Casselman
speaker
242 appearances
2 recordings
1 series
first heard Jul 2026
last heard 15 Sep
Ben Casselman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.
Appearances
Investors, lenders
Are getting nervous not just that inflation today is a bit higher, but
Hey, maybe this inflation problem is gonna stick around for a little while.
Maybe it's gonna take a while for inflation to come back down.
And so if I'm gonna lend you my thousand dollars for 10 years, you better give me a little bit more to compensate me for that inflation that we're expecting over that time.
to rise.
All else equal, if inflation goes up, we would expect bond yields to go up too.
So I kind of think of this as falling into two buckets.
There's the good news and there's the bad news.
Okay, let's start with the good news.
Love some good news.
So the good news is that there seem like there are lots of opportunities out there.
So if if I've got my thousand bucks that I'm gonna invest somewhere.
If the stock market is going up and there's an AI boom happening and there are all of these companies that seem like they're, you know, great opportunities, why would I lend my money to the federal government, which is nice and safe, but it doesn't offer a very impressive return for my money?
Why would I put it there instead of putting it into this stock market boom?
Right.
Why would I put it there instead of lending it to, you know,
Anthropic or to Nvidia or to some company that that's, you know
That's the optimistic argument here is hey, there are lots of places I could put my money right now that are going to give me a much better return.
And so if the government wants to borrow money, they're gonna have to offer a better return too to convince me to give them my thousand dollars instead of giving it to, you know, whatever cool startup is happening.
Showing 101–120 of 242 · page 6 of 13
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