Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now

Podcast: Monetary Matters with Jack Farley · Jack Farley

Opublikowano: 2026-09-19

Jack Farley is joined by David Busch, Chief Investment Officer of Trajan Wealth, to discuss rising U.S. Treasury yields, persistent inflation, and the Federal Reserve's monetary policy trajectory. Busch breaks down the structural drivers behind elevated bond yields, including $40 trillion in national debt, geopolitical energy shocks, and massive corporate debt issuance for AI infrastructure. He explains how higher interest rates and Treasury Secretary Scott Bessent’s bond buyback program impact market liquidity and equity valuations. Moving to equities, Busch argues that software stocks like Intuit are heavily oversold regarding perceived AI disruption risks. He highlights the real bottleneck of...