Bonds Are Warning Of A Global Inflation Crisis

Published 2026.09.03
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SUMMARY

Ed Elson hosts a discussion with John Mowrey, Chief Investment Officer at NFJ Investment Group, and Alex Heath, journalist and podcaster, to analyze the ongoing surge in global bond yields and its implications for inflation, government debt, and the AI sector. The episode explores the structural causes of higher inflation, the effectiveness of U.S. Treasury strategies, and the financial and ethical challenges facing leading AI companies such as OpenAI.

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