David Busch

What David Busch has said on podcasts

25 statements

1. on U.S. Treasuries versus private creditMixedSep 19, 2026· Monetary Matters with Jack Farley

   A catalyst may shift investors toward U.S. Treasuries from corporate or private credit debt.

   “there may have to be a catalyst that forces investors to seek the shelter of a U S treasury versus an IG corporate or a private credit type facility.”

   Listen at 15:23

   Open the episode · Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now
2. on Insurance companies’ private credit allocationsNegativeSep 19, 2026· Monetary Matters with Jack Farley

   Insurance companies trade lower duration risk for higher credit risk in private credit.

   “they've shortened the duration, the duration risk, which is market risk for a bond. In this case, you're right, it's floating rate, but now they've amplified or turned up the dial on credit risk.”

   Listen at 18:50

   Open the episode · Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now
3. on 30-year bondsNegativeSep 19, 2026· Monetary Matters with Jack Farley

   Thirty-year bonds have greater price sensitivity to interest-rate changes.

   “a 30 year. bond has a greater change in market value given a change in interest rates.”

   Listen at 20:55

   Open the episode · Why The 30-Year Treasury Lost Its Biggest Buyers | David Busch on Why High Yields Are Attractive Right Now

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.

• Sep 19, 2026Higher Treasury yields reshape bonds, stocks, and AI betsMonetary Matters with Jack FarleySep 19, 2026Guest