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The Landscape Podcast: Navigating the Future of US Treasury Yields with John Rothfield

January 29, 2026

Episode Summary

In this episode of The Landscape, Evan Kinne and David Pascale of George Smith Partners sit down with economist John Rothfield for a wide-ranging conversation on the forces shaping today’s economy. The discussion explores U.S. Treasury yields and foreign demand, the growing role of stablecoins, key inflation and employment trends, yield curve control, trade policy, and the broader economic implications of artificial intelligence. Together, these topics highlight how interconnected macroeconomic dynamics are influencing capital markets and the future economic landscape.

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