Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Bond. Very Long Bond.
32 minutes Posted Aug 18, 2026 at 4:00 pm.
AI Bond Boom
Bond Yields Explained
Long Bonds, Big Risks
Sequence Risk Questions
Roths and Kids
First Job Money Plan
Tilt Toward Value
0:00
32:34
Download MP3
Show notes
AI’s appetite for data centers is sending tech giants to the bond market—and some of that debt will still be around in 2075. Don and Tom look at the scale of the borrowing and why a tempting yield deserves a closer look. They separate coupon rate from yield to maturity, explain senior unsecured debt, and show how brutally interest-rate-sensitive a 50-year bond can be. The verdict: these bonds may belong in a broad index, but they don’t belong on your personal shopping list. Listener questio...