David Gurra

I mean, there are always concerns, but now there seems to be more concerns about how much money the government is going to have to spend on this war.

And we weren't in a great fiscal situation before.

And is that fiscal situation going to get worse?

And I think

That's the big question on bond investors' mind these days.

I think that there are concerns.

In my conversations this week, something that kept coming up is that, yes, there are a bunch of goods stuck, essentially, right, in the Strait of Hormuz, and that's going to have ripple effects for the economy.

But the big thing that folks were bringing up to me this week was, you know, what is the energy infrastructure situation looking like?

Like, if there is huge damage to actual energy infrastructure in the

There is no on-off switch, right?

Like it will take time to build back that infrastructure, whether it be a liquefied natural gas facility or what have you.

Those are the types of things that everything else equal, there will be less supply of a certain commodity while whatever infrastructure is being built back up.

So what is the lasting damage from those types of effects?

I think that's one of the big questions.

They kind of get stuck in the middle a lot of the times.

We've also seen some rising number of farm bankruptcies.

The news doesn't stop on the weekends.

Hi, I'm David Gurra.

Join us every Saturday and Sunday for the new Bloomberg This Weekend.

On Saturday mornings, we put the past week's events into context, examining what happened in the markets and the world.