Bond Voyage, Trash Talk, Take Shelter 10/2/23

The 10-year yield is hitting its highest level since 2007, and our market guest still sees opportunities in bonds ahead of a recession. Plus, Birkenstock is preparing for its IPO. VC Sam Lessin joins us with what the IPO market means for Silicon Valley and beyond. And a bullish call on a housing name one analyst says is well positioned for a slowdown.