Sam Taube
speaker
407 appearances
4 recordings
1 series
first heard Jan 2026
last heard yesterday
Sam Taube’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 — 4 in all, peaking in Sep 2026 with 2.
Appearances
If I had some personal connection to the project, if it was like
Something in the neighborhood that I live in, and you know, I had that kind of like street level knowledge of what I was doing, maybe I'd consider it, but it just seems like a lot of anxiety and a lot of paperwork and a lot of risk for something that, as we talked about, tends to earn less over the long term than just a simple stock market portfolio does.
So I I don't know if it's
For me personally.
Thanks for having me.
Always good to be here.
These are some of the highest long term yields we've seen in several years.
The 10 year is up to uh, I think the highest rate it's been since at least the beginning of 2025, and the 30 year is up to an even longer term high.
And yields actually spiked to even more on the morning of this recording.
What that means is that investors expect rates to stay high for the long term because they expect inflation to stay high for the long term.
Or because they're worried about the government carrying a heavy debt burden, and frankly, it's kind of both of those.
It's both of those and then also inflation expectations.
Markets now strongly expect the Fed to raise rates at the September meeting, which is boosting short-term rates like the three-month, six-month, and one-year T-bill, because those kind of reflect near-term uh interest rate expectations.
And then when it comes to longer-term yields, Fed share Kevin Warsh recently made some comments that have kind of spooked investors.
Into thinking that high inflation may just kind of be the status quo for the time being.
And on top of that, the national debt recently hit this big spooky number, $40 trillion.
And the government's swelling debt is fueling concerns about its creditworthiness, which is also influencing investors to demand higher yields on government bonds.
So there's a lot of different factors going into this.
So the good news for savers, for new retirees, and others who are looking to buy bonds right now for income is that higher yields mean that you earn more money.
The bad news is that when bond yields go up, bond prices go down.
Showing 121–140 of 407 · page 7 of 21
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