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  Gibson Smith—Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors?
Posted Under: Podcast

 

Gibson Smith, Founder and CIO of Smith Capital Investors, joins the podcast to unpack the forces reshaping fixed income today, including persistent inflation, a new Fed Chair, a shifting geopolitical backdrop, and the rise of debt financing for AI data centers.  Gibson then shares his outlook on the implications for portfolio positioning.
Posted on Monday, September 14, 2026 @ 11:48 AM • Post Link Print this post Printer Friendly

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