Gita Gopinath on Why Interest Rates Have Surged All Around the World
A surge in global bond yields, driven by a confluence of AI-driven capital demand, persistent fiscal deficits, and shifting investor bases, signals the end of the 'lower for longer' interest rate era. Economist Gita Gopinath argues that the world is experiencing a structural shift—secular s
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Gita Gopinath
conversational on Odd Lots
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Odd Lots
Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
Goldman's Hatzius and Snider on the Outlook for 2026
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Dan Ivascyn Is Excited About a New Era in Fixed Income
Richmond Fed’s Tom Barkin on the Surprisingly Resilient Real Economy
Related episodes
From other shows on similar topics.
684. He Helped Clean Up the Last Crash. Does He See Another One Coming?
Freakonomics Radio
Inflation is moving the wrong way
Marketplace
Let’s Talk Bonds. Treasury Bonds.
The Journal.
A Field Guide to AI Market Freakouts
The AI Daily Brief: Artificial Intelligence News and Analysis
The Economy Is Stronger Than You Think—And Worse Than You Think
Morning Wire
Massie's Primary Loss + AI Wars Heat Up | PBD #802
PBD Podcast
Get summaries like this every morning.
Free AI-powered recaps of Odd Lots and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.