Sagar Enjeti
speaker
6,491 appearances
28 recordings
1 series
first heard Jan 2026
last heard 8 Jun
Sagar Enjeti’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 — 28 in all, peaking in Feb 2026 with 7.
Appearances
Wall Street is pricing in that somehow they will pull a rabbit out of a hat.
because the stock market keeps going up and up and up.
So at some point, you got to wonder, when is reality going to set in, especially about the truth of some of these policies that are obviously pushing prices higher and really making a lot more people struggle and go deeper into debt?
Yeah, I think let's just be open with everyone.
All of this can sound like Wall Street gibberish about what bond yields are.
This is really what this is about.
People don't believe that the U.S.
is going to be able to pay back
In real terms, at the same level it used to.
In other words, people are assuming inflation is going to go up and you are seeing signs across all parts of the globe that they are moving away from, they want to decouple a little bit from the U.S.
They want to move away from owning U.S.
treasuries.
Now, there are some people who actually want that to occur and there's some arguments for it.
But I think the result, Ryan, is that when it comes to things that we want to happen in our country, people being able to buy a home, people being able to borrow to start a business, all of that is going to go up and up.
Because as you said...
The bond market is looking at some reality here.
They are seeing the Strait of Hormuz being closed until June and maybe pricing in that it could go much later.
They are seeing a huge giveaway to wealthy people
to the tune of trillions of dollars in deficit, even as ordinary people are struggling.
So it's hard to know exactly how this plays out.
Showing 1081–1100 of 6,491 · page 55 of 325
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