Odd Lots: How The World's Biggest Bull Market Could Go on for a Whole Lot Longer
Every week, hosts Joe Weisenthal and Tracy Alloway take you on a not-so-random walk through hot topics in markets, finance and economics.
A few weeks ago on the Odd Lots podcast we talked to Paul Schmelzing, a PhD candidate at Harvard, who explained how the bull market in U.S. Treasuries could come to a screeching halt.
This week we examine the other side of the debate. Our guest is Srinivas Thiruvadanthai, Director of Research at the Jerome Levy Forecast Center in Mount Kisco, New York.
He explains how a combination of structural factors in the global economy and massive levels of debt could depress interest rates on government debt for years to come. In addition to explaining why the bond bull market of more than three decades can survive, Thiruvadanthai explains what everyone gets wrong on how inflation occurs.