Steve Saretsky
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
What if it's not AI stocks?
It's not real estate?
What if it's the one asset every pension fund, every retiree, every safe conservative portfolio is loaded with?
Bonds.
And that's his response to it.
He said, 200 years of rate cycle say the same thing.
Every peak lasts 56 to 67 years longer.
The 1981 top was 14% yields.
That's the U.S.
10-year, by the way.
The 2020 bottom was 0%.
39 years of falling rates just ended.
What if we are now at the start of the next 50-year cycle upward?
Then he says most investors have never managed money in a rising rate world.
Their entire career happened inside the bull market.
The unwind has barely started and no one is talking about it.
So we're talking about it.
Yeah.
Yeah.
I think he's following us.