Ep 80 | Gibson Smith | Why are Interest Rates Climbing Again…and What are the Implications for Bond Investors? | ROI 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. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trus...