Steve Eisman interviews Krishna Guha, Evercore's Fed watcher, to analyze the recent surge in the ten-year Treasury yield from 4.5% to over 5%. Guha identifies a confluence of factors driving this move: AI-driven corporate debt issuance crowding out Treasury demand, geopolitical tensions pushing oil prices higher, the…
Worth it if you follow Fed policy closely and want an expert breakdown of recent yield movements and Warsh's strategic shifts, but skip it if you need concrete investment guidance or detailed data-driven analysis.