Aug. 20, 2026

Bonds, Debt, & Baseball Drama

Doug and Greg discuss rising Treasury yields, America’s growing debt load, the wild financials surrounding the LA Dodgers, and why the U.S. consumer and labor market may be much stronger than the prevailing economic narrative suggests.


Key Takeaways

00:17 — Rising interest rates & the bond market

03:51 — The reality of America’s $40 Trillion debt

08:00 — Why investors don’t want to own bonds

11:10 — The financial engineering behind the LA Dodgers

15:29 — What retail earnings say about the U.S. consumer

16:48 — The K-shaped economy & wage growth



View Transcript



Connect with our hosts

Subscribe and stay in touch

Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.


Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.