Thanks for

joining us today. I'm Julie Morgan host of Wall Street Breakfast,

Seeking Alpha's Daily Flagship Podcast.

This is our weekly show all about the catalyst for the upcoming week.

I'm joined by Kim Kahn.

He's the senior executive editor at Seeking Alpha

and the host of our new afternoon show, Wall Street Lunch.

Kim, next week a big event, Jackson Hole.

Yep, a quiet economic calendar, but a big meeting of all major monetary players at the Jackson Hole

symposium that's's gonna start on Thursday

It's gonna be a lot of the Fed officials talking including Powell and a lot of the media trying to get a sense of what they're thinking.

Obviously, there's never anything or shattering that comes kind of off script,

but sometimes there are surprises on script in the speeches, so we'll look for that.

And then you've got your kind of like buzzwords

it's like going into like the Oscars only a lot more nerdy right now we're seeing a lot of talk

about real interest rates that's the interest rates taking into account inflation. The 10-year real yield has just hit yesterday, its highest level since 2009. It's bumping up against 1.9% that's got big implications for mortgages that's got big

implications for the stock market. The market usually finds it tough going when real yields are higher to make any substantial progress.

So there'll be a lot of talk about that.

Okay, what is our star?

Yeah, our star is another kind of buzzword that is creeping up and Art Star essentially is this

neutral rate of interest or they call it the real natural rate of interest as well and it's basically a hypothetical

interest rate level of where everything's going great. You're getting full

...