# Bonds are Back

Page: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/bonds-are-back
Text version: https://stenobird.com/podcast/on-the-money-with-dynamic-2981275/bonds-are-back.md
Podcast: [On the Money with Dynamic](https://stenobird.com/podcast/on-the-money-with-dynamic-2981275)
Published: 2025-03-20T04:00:00+00:00
Episode link: https://traffic.megaphone.fm/PHD6351427319.mp3?updated=1742838072
Audio file: https://traffic.megaphone.fm/PHD6351427319.mp3?updated=1742838072
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JSON: https://stenobird.com/v1/public/podcasts/on-the-money-with-dynamic-2981275/episodes/bonds-are-back
Duration seconds: 889

## Resource

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.

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## Transcript

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