SSAB - October 2, 2026

<p>Enjoy yesterday’s show? Thinking I might do another China-focused episode. And yes, I need to get my website in order so I can line up all these different episodes</p><p><br></p><p>Videos getting sorted and I may not have as many as I thought I would!</p><p><br></p><p>Out to Taco Fest to see some old folks, where are they and what are they doing now?</p><p><br></p><p>And time to talk about bonds. WTF are they and how do they matter so much?</p><p><br></p><p>Bonds</p><p>Questions and brief answers here: <a href="https://docs.google.com/document/d/1xrc_B55l66_xokBKdogDNN8fugzi7NbKz_DWzTo6h98/edit?usp=copy">https://docs.google.com/document/d/1xrc_B55l66_xokBKdogDNN8fugzi7NbKz_DWzTo6h98/edit?usp=copy</a></p><p><br></p><p>Bond articles:</p><p>WSJ article on the history of bonds and Fed rate increases: <a href="https://www.wsj.com/finance/investing/stocks-are-defying-surging-bond-yields-heres-what-history-says-could-come-next-7d13bb2d?st=tCRTon&reflink=desktopwebshare_permalink">https://www.wsj.com/finance/investing/stocks-are-defying-surging-bond-yields-heres-what-history-says-could-come-next-7d13bb2d?st=tCRTon&reflink=desktopwebshare_permalink</a></p><p><br></p><p>Brooke Thackray on why bonds are no longer a good safe haven:</p><p><a href="https://www.bnnbloomberg.ca/investing/opinion/2026/09/10/government-bonds-are-no-longer-a-good-hedge-for-equity-declines-brooke-thackray/">https://www.bnnbloomberg.ca/investing/opinion/2026/09/10/government-bonds-are-no-longer-a-good-hedge-for-equity-declines-brooke-thackray/</a></p><p><br></p><p>Also, “Why should we care?” Because “Bond yields set the tone for borrowing costs across economies, from government debt to mortgages to student and car loans. Rising rates make borrowing and spending less attractive and can slow economic growth.”</p><p><a href="https://www.bnnbloomberg.ca/investing/2026/10/01/why-are-world-bond-markets-selling-off-again/">https://www.bnnbloomberg.ca/investing/2026/10/01/why-are-world-bond-markets-selling-off-again/</a></p><p><br></p><p>Donate to the show! PayPal link below!</p><p><br></p><p>https://www.paypal.me/stevensirski?locale.x=en_CA</p><p><br></p><p>***</p><p>Show notes n tracks up on stevensirski.com</p><p><br></p><p>Transcript and more available on Google Drive: https://drive.google.com/drive/folders/1om1Geup1o6Adi-A8kTAnCf12Zo7nDkAt?usp=sharing</p><p><br></p><p>Newsletter over at stevensirski.substack.com</p><p><br></p><p>Language vlog on http://www.youtube.com/@stevenslanguagevlog</p>