Bloomberg Businessweek Biggest Boom in Bonds Since 1980s Sparks Everything Rally
Nov 30, 2023
In this podcast, experts discuss the record-breaking boom in the US bond market. The role of pharmacy benefit managers in the prescription drug market is explored, with suggestions to save costs. The surprising firing and rehiring of Sam Altman as CEO of a tech and AI company is discussed. The correlation between water use and greenhouse gas emissions is highlighted, emphasizing the need for efficient water management. The podcast also provides insights on the current state of the market and investment strategies for the upcoming year.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Recent Trade in the US Bond Market and the Current State of the Fixed Income Market
01:37 • 9min
The Global Water Shortage and its Impact on Climate Change
11:04 • 2min
The Role of Pharmacy Benefit Managers in the US Prescription Drug Market
13:05 • 6min
The Return of Sam Altman
18:59 • 14min
Water Scarcity and Its Impact on Climate Change
33:25 • 2min
The Current State of the Market and Outlook for the Upcoming Year
35:39 • 7min
Investment Performance and Strategy for the New Year
42:35 • 2min