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

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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

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