Interest Rates, Venture Capital, and 10-Year Treasuries

We start this week with our thoughts on the Fed estimating rates will be higher for longer. We’ll then dive into the craziness of the venture capital industry over the last few years and how interest rates are playing a role. We finish with a historical perspective on 10-year U.S. Treasury bonds and bullish takes on Taylor Swift and our New Orleans Saints.

Key Takeaways

[00:18] - Checking in with Jerome Powell and the Fed [04:41] - Instacart IPO & the competition within the venture capital industry [14:03] - How interest rates are affecting real estate and venture capital [15:58] - Ten-Year Treasuries [22:40] - LA tent city, T-Swift economics, and excitement for the Saints

Links

Current projections for Fed Funds Rate

Investments in Instacart made after ‘15 underperforming S&P 500 significantly

Home price index with an 18-month lag versus CPI Demand for vacation homes at 7 year low Total returns on an annual basis of the 10-year US Treasury bond Timmer: A compelling risk-reward picture for owning bonds Meb Faber: The Ivy Portfolio California tent city to cost $44k per tent Taylor Swift helps Chicago book most hotel rooms on record

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