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Enjoy yesterday’s show? Thinking I might do another China-focused episode. And yes, I need to get my website in order so I can line up all these different episodes
Videos getting sorted and I may not have as many as I thought I would!
Out to Taco Fest to see some old folks, where are they and what are they doing now?
And time to talk about bonds. WTF are they and how do they matter so much?
BondsQuestions and brief answers here:
https://docs.google.com/document/d/1xrc_B55l66_xokBKdogDNN8fugzi7NbKz_DWzTo6h98/edit?usp=copyBond articles:WSJ article on the history of bonds and Fed rate increases:
https://www.wsj.com/finance/investing/stocks-are-defying-surging-bond-yields-heres-what-history-says-could-come-next-7d13bb2d?st=tCRTon&reflink=desktopwebshare_permalinkBrooke Thackray on why bonds are no longer a good safe haven:
https://www.bnnbloomberg.ca/investing/opinion/2026/09/10/government-bonds-are-no-longer-a-good-hedge-for-equity-declines-brooke-thackray/Also, “Why should we care?” Because “Bond yields set the tone for borrowing costs across economies, from government debt to mortgages to student and car loans. Rising rates make borrowing and spending less attractive and can slow economic growth.”
https://www.bnnbloomberg.ca/investing/2026/10/01/why-are-world-bond-markets-selling-off-again/Donate to the show! PayPal link below!
https://www.paypal.me/stevensirski?locale.x=en_CA
***Show notes n tracks up on stevensirski.com
Transcript and more available on Google Drive: https://drive.google.com/drive/folders/1om1Geup1o6Adi-A8kTAnCf12Zo7nDkAt?usp=sharing
Newsletter over at stevensirski.substack.com
Language vlog on http://www.youtube.com/@stevenslanguagevlog
Google Stock Tracker Sheethttps://docs.google.com/spreadsheets/d/1kbpCC2cieuq23zYyr0-WznPRogVX0aS86BF4_vPvgMY/edit?usp=sharing
Have a great weekend!
00:00 Friday Night Setup02:06 Juicy Taco Fest Prices05:00 Catching Up With Expats07:31 Rent Moves And Housing Math10:42 Aging Out And Visa Rules17:09 Kids Balloons In The Park20:44 Waiguoren Stares In Beijing23:20 Sorting Travel Footage25:33 Road Trip Videos And Narrative27:53 Editing Lessons And New Style32:20 Switching to Bonds33:28 Resources and Analysts34:47 Big Market Predictions36:11 Bond Basics Questions37:00 Rates Then and Now39:06 How the Fed Works40:58 Why Bond Prices Move45:52 Stink Bids vs Markets47:40 Treasury Auctions Explained48:19 Bills Notes and Bonds49:49 Primary vs Secondary Market53:24 Yield Math Example55:54 Disclaimers and Recap59:30 Wrap Up and Links
