US Treasury bonds

What experts have said about US Treasury bonds

1 statement · 1 negative

1. David FriedbergNegativeJul 31, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   High Treasury yields reduce the attractiveness of expensive semiconductor stocks.

   “I could now buy a US government bond that pays me 10% pre tax a year. Why the heck would I pay 50 times earnings for semiconductor stock?”

   Listen at 18:04

   Open the episode · Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.