“Globally, the bond market actually is bigger than the entire banking system as well.”
RW
Robin Wigglesworth
Masters in Business ·
Rob Wigglesworth · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
cited the total size of the global bond market at the end of last year
$190 trillion (approx $200 trillion now)
“Globally, the bond market actually is bigger than the entire banking system as well.”
“The bond market is a multiple of the size of the equity market. Oh, yes. 3x, 4x, something like that?”
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.