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
That's right.
And and this is an argument that you hear right now from the White House.
It's an argument that you hear from some economists as well, that we're just in a period of faster growth and better opportunities.
And so the rise in yields is at least in part a recognition that the government's got to compete for those investor dollars.
And hey, that may be tough for the government, but this is good.
Good news for the economy.
So when I talk to economists and I talk to investors, many of them do think that is part of what is happening here.
There is real enthusiasm for some of these growth opportunities out there.
But hardly anyone that I talk to thinks that's the whole story, and that's where the bad news comes in.
So remember when I said the US government is the safest, most reliable borrower on earth?
So
The whole reason that
The US government sells bonds in the first place, right?
Is because every year it spends more money than it takes in.
It runs a deficit.
Right.
This year we're gonna spend about seven and a half trillion dollars on defense and social security and building roads and bridges and all the other stuff that the federal government does.
And we're gonna bring in five and a half trillion dollars in tax revenue.
And so that means we've got two trillion dollars of a gap that we've got to make up, and we make up for it by selling bonds.
And that's fine.
Showing 121–140 of 242 · page 7 of 13
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