Podcasts about Bond market

A seemingly simple Fed transition is becoming a massive stress test of the entire financial system as rising debt, inflation, and global energy crisis collide. Luke Gromen of Forest For The Trees joins to discuss Kevin Warsh's looming challenge and why the Fed may soon face choices it can no longer avoid. We explore the dollar versus bond market tradeoff, the impact of the Iran conflict and oil prices, China's growing leverage, financial warfare, swap lines, and what it all means for stocks, gold, Bitcoin, and global markets. Enjoy! TIMESTAMPS: 00:00 Intro 01:50 Warsh's First Fed Test 04:54 Rethinking The Fed's Role 11:35 Can Warsh Control The Committee? 14:07 Why The Dollar Looks Weak 17:19 Warsh's Impossible Policy Mix 23:30 What's The Policy Plan? 27:31 China's Strategic Waiting Game 34:16 Financial Warfare Going Global 40:22 Swap Lines And Petrogold 47:11 Risk Assets Face Repricing FOLLOW LUKE › X/Twitter – https://x.com/LukeGromen › FFTT – https://fftt-llc.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Liz Ann Sonders and Collin Martin discuss the recent wave of IPO hype and the surge in investor interest driven by high-profile listings and large valuation headlines. They explain why headline market caps can be misleading, emphasizing the importance of float-adjusted valuations and how much stock is actually available to public investors. Despite attention-grabbing figures, the impact of these IPOs on major indexes like the S&P 500® may be smaller than many assume. Liz Ann and Collin discuss how potential changes to index inclusion rules, including shorter eligibility timelines and flexibility around profitability requirements, could alter how quickly newly public companies enter major benchmarks. In addition, they highlight structural dynamics such as lockup expirations and the gradual increase in share float over time, which can influence trading behavior well after the initial offering. Behavioral factors also play a central role in the discussion. Liz Ann revisits the risks of speculative investing, noting how FOMO and a "casino-like" market environment can lead investors to chase IPO hype rather than consider long-term portfolio fit. They stress the importance of discipline and context when evaluating new investment opportunities. The conversation then shifts to the broader macro backdrop, including the Federal Reserve's policy outlook and recent movements in the bond market. Collin outlines the Fed's likely wait-and-see approach amid rising inflation, noting that while the balance of risks has shifted, a single rate move may not signal a broader trend. They also discuss the potential impact of Fed decisions on long-term yields and overall market stability. Finally, Liz Ann and Collin preview upcoming economic data releases, including inflation reports, labor market indicators, and sentiment surveys, and discuss what they'll be watching in the week ahead. On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting.  If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see ​schwab.com/indexdefinitions (0626-THZL)   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Global cities face mounting infrastructure demands at a time when fiscal pressures, climate risks, and constrained public resources are challenging traditional financing models. Against this backdrop, the $4 trillion U.S. municipal bond market has drawn increasing international attention as a model for financing long-term public investment. For a discussion of how municipal bond markets, fiscal decentralization, and subnational governance can support infrastructure investment in global cities, Penn IUR and the Volcker Alliance convened a panel of public finance and international development experts for “Special Briefing on Boosting Infrastructure Investment for Global Cities: Lessons from the $4 Trillion U.S. Municipal Bond Market” on May 14, 2026. William Glasgall, Penn IUR Fellow and Public Finance Adviser at the Volcker Alliance, and Susan Wachter, Co-Director of Penn IUR, co-hosted the Special Briefing. The panel included: • Emily S. Brock, Director, Federal Liaison Center, Government Finance Officers Association; • Alexander Chilton, Managing Director, Morgan Stanley Fixed Income & Commodities; • Sean Dougherty, Senior Advisor at Organisation for Economic Cooperation and Development (OECD) and leader of the Secretariat of the Network on Fiscal Relations across Levels of Government; • Pietrangelo De Biase, OECD policy analyst; and • Paul Smoke, Director at New York University's Center on International Cooperation (CIC) and Professor of Public Finance and Planning, NYU Wagner Graduate School of Public Service.

AP Washington correspondent Sagar Meghani reports President Trump is facing another inflation warning as the midterm elections approach.

We're back with another episode of The Week, a new weekly show from Prof G Media, hosted by George Hahn. Every Friday, we'll break down the biggest stories shaping business, technology, politics, and culture — and connect the dots across the conversations happening throughout the Prof G universe.  This week, George breaks down why the bond market is suddenly sounding alarms and why it may be signaling something much bigger than inflation. We discuss the economic fallout from the war in Iran, rising oil prices, growing fears around U.S. debt, and why investors are starting to worry that borrowing costs could stay higher for longer. Plus: China and Russia grow closer, SpaceX files for a massive IPO, and Gavin Newsom shares a deeply personal story about regret, leadership, and family. We'd love your feedback as we build this show. Let us know what you think at info@profgmedia.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The US needs to borrow $20 trillion this year. Saylor just blew 60% of his cash paying off 0% debt early. The dominoes are falling.This episode is sponsored by Rockwell Automation. Download their 11th Annual State of Smart Manufacturing Report at https://rok.auto/sosmThis episode is also sponsored by Ethos. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/gold. Application times may vary. Rates may vary.Donald Trump spent Memorial Day weekend claiming an Iran deal was 90% done — oil dropped $10 to below $90, but bond yields barely moved, with the 10-year still at 4.5% and the 30-year above 5%. Peter Schiff argues the bond market is telling the real story: with $13 trillion in debt maturing this year plus $3 trillion in new borrowing, the US needs to convince creditors to roll over nearly $20 trillion — an amount without historical precedent.The AI CapEx bubble is now consuming a trillion dollars a year, funded by layoffs and foregone investment in actual manufacturing. Schiff compares it to dot-com: the technology is real but the stocks are wildly overvalued and most will go to zero when rising interest rates prick the bubble. Meanwhile, Michael Saylor burned over 60% of Strategy's cash reserves paying off zero-interest convertible notes three years early — a move Schiff says was forced by behind-the-scenes pressure, not financial genius. Elizabeth Warren accidentally made the best case against payroll taxes by pointing out that companies are incentivized to replace workers with AI because hiring people is taxed while buying computers isn't — though her solution is more taxes, not fewer.Chapters:00:00 - Intro00:53 - Iran War & Market Reaction06:47 - Bond Market & The Debt Crisis14:25 - Ad Break: Ethos15:47 - The AI CapEx Bubble26:23 - Gold, Silver & Mining Stocks29:11 - IRS Lawsuit & Bank Documentary32:12 - Ad Break: Rockwell Automation33:35 - Elizabeth Warren's AI Tax Proposal47:28 - Strategy, Bitcoin & The Coming Bust57:25 - Tokenized Gold vs Bitcoin58:42 - Summer Sign-Off & 250th AnniversaryFollow @peterschiffX: https://twitter.com/peterschiffInstagram: https://instagram.com/peterschiffTikTok: https://tiktok.com/@peterschiffofficialFacebook: https://facebook.com/peterschiffFree Reports & Market Updates: https://www.europac.comBook Store: https://schiffradio.com/booksSign up for Peter's most valuable insights at https://schiffsovereign.comSchiff Gold News: https://www.schiffgold.com/news#PeterSchiffShow #DebtCrisis #GoldInvestingOur Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Please join Sphia Salim in conversation with global rates strategists to discuss the broad bond market selloff of the past week. We will explore its drivers across regions and the risks of a further extension of the moves, as well as the policy elements that can cap the rise in yields. We will also present key bond convexity and swaptions ideas in the context of elevated rates volatility.   You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

In Episode 481 of Hidden Forces, Demetri Kofinas speaks with economist and Talking Heads Macroeconomics founder Manoj Pradhan about his and Charles Goodhart's new book, The Unanchored Central Banker, which argues that structural forces—aging demographics chief among them—are driving real interest rates persistently higher, deteriorating fiscal positions across the developed world, and ultimately forcing central banks to choose between monetary stability and accommodating the political demands of indebted governments. The first hour lays out the foundations of Manoj and Charles's thesis. They discuss why an aging population and a shrinking workforce put structural upward pressure on real interest rates through two primary channels: (1) rising public debt issuance to cover unfunded liabilities like healthcare and Social Security, and (2) persistent demand for new housing construction that competes for the same limited pool of savings as the elderly delay vacating their homes. They examine how other spending pressures—from defense and climate to digital infrastructure and data center buildouts—compound the fiscal problem, why Manoj expects this to eventually produce a regime of financial repression, and the role China has played and continues to play in this broader macroeconomic story. They also discuss why the bond market appears to be partially pricing in this thesis while equity and credit markets remain comparatively unresponsive, and what recent episodes of bond market stress in the UK, France, and Japan tell us about the proximity of the regime change Manoj and Charles have been forecasting for the better part of a decade. The second hour digs deeper into the housing market and the political economy of intergenerational wealth transfers. They explore Manoj's contrarian view on AI and inequality—drawing on the work of labor economist David Autor and Manoj's own experience implementing AI tools in his research—and why he believes the diffuse nature of this general-purpose technology's impact on white-collar work makes it qualitatively different from prior technological revolutions. They then turn to the two distinct channels through which central banks lose their independence: fiscal dominance and what Manoj and Charles call financial dominance. They discuss the political pressure currently being exerted on the Federal Reserve, the implementation of credit rationing as described by Russell Napier, and what all of this means for investors thinking about asset allocation in a world where the platform of global interest rates is structurally higher—where, in Manoj's words, equity markets will have to earn their earnings rather than be lifted by a tide of cheap capital. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Join our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 05/20/2026

In this highly anticipated episode of Kliq This, wrestling icon Kevin Nash and co-host Sean Oliver dive deep into a chaotic week across the sports and entertainment landscapes. The duo breaks down the latest drama from the hardwood, dissecting recent controversial officiating decisions surrounding NBA phenom Victor Wembanyama and debating whether league franchises ever have to truly answer for egregious on-court moments. Beyond basketball, Nash shares personal, nostalgic stories about his family's athletic background, reflecting on a time when powerhouse moves ran deep in the Nash bloodline long before modern professional leagues even existed. Behind the Curtain & Financial Realities The conversation shifts from the courts to the locker rooms as Nash offers a rare, unfiltered look into the early days of the wrestling business. He responds directly to modern critiques and historic documentaries, addressing his past interactions with iconic figures like Bruce Prichard and Shawn Michaels. Striking a balance between backstage politics and institutional change, the hosts explore how the legendary "Click" functioned as an accidental union that fundamentally shifted how talent contracts, global touring payouts, and locker room policies were structured. They also navigate the volatile world of modern finance, trading sharp critiques on the meteoric rise and fall of the cryptocurrency and NFT markets. Media Clicks & Cultural Anomalies Closing out the episode, the hosts pull no punches when discussing the current state of media consumption, exposing the calculated shift toward negative hit pieces designed purely to harvest internet traffic. They dissect the evolution of episodic television versus the breakneck pacing of global wrestling products, giving fans plenty to think about regarding how stories are told today. From bizarre "Florida Man" headlines involving intoxicated drone operators to geopolitical shifts in the Middle East and the encroaching reality of autonomous taxi cabs, this discussion promises a wild, thought-provoking ride through the cultural landscape. BlueChew-Right now, when you buy two months of BlueChew Gold, you get the third for FREE with promo code NASH. Visit BlueChew.com for more details and important safety information, and we thank BlueChew for sponsoring the podcast. Morgan & Morgan-If you're ever injured, you can check out Morgan & Morgan. Their fee is FREE unless they win. For more information go to ForThePeople.Com/KLIQ or dial #LAW (#529) from your cell phone. MUD/WTR-Start your new morning ritual & get up to 43% off your @MUDWTR with code KLIQ at mudwtr.com/KLIQ! #mudwtrpod Raycon- The Everyday Earbuds Classic are the perfect addition to your everyday routine. Go to BUYRAYCON.com/kliq to get 15% off. 00:00 Kliq This #203 01:00 NBA 11:15 SHORT Kevin Nash has always talked like this 11:59 NY Knicks 17:18 BREAK MORGAN & MORGAN 18:53 BOND MARKET 23:34 XRP 25:16 30 yr Treasury Yield 26:36 Gas Prices 27:57 The lack of Trump bumper stickers 28:39 Mt Nashmore of US Presidents 29:36 My cheap Headset 30:59 Nash and Corny during the midterms? 31:15 The Kliq was the most effective union the wrestling business had ever seen. 37:33 Does Bruce Prichard have heat with me? 41:11 Under Armour 41:56 TV Rights in sports 47:06 Bad Fan Interactions 50:56 BREAK MUD/WTR 54:16 Kyle Busch 55:13 KEV, I WATCHED RAW… 55:34 Who are the heels in Fatu/Roman & Usos? 56:57 Finger poke of doom 01:01:26 Brock was a genuine surprise, but shouldn't the retirement stand rather than rematch at Clash? 01:02:32 Breakker used for heel save at the end--underused? 01:06:46 6 man tag match 01:08:11 BREAK BLUECHEW 01:10:45 Trump MIGHT annihilate Iran 01:14:46 WHAT do Wrestling podcasts cover? 01:16:52 The Spoiler spot 01:17:38 Fl vs NJ 01:20:41 Lime Bikes 01:23:31 Nuclear Powers 01:24:34 The Samson Option 01:34:07 Pre Cursor to World War 01:35:56 how to stay safe abroad 01:36:23 BREAK RAYCON 01:38:41 Ricky Banderas 01:40:08 Man on Fire on Netflix 01:41:41 Interpret a scent 01:44:34 MOTS-c Peptide 01:49:34 Juventud Michael Jackson 01:50:47 Wrestlemania build 01:52:01 OUTRO

Kevin Warsh wants a smaller Fed balance sheet and fewer dot plots. Noelle Acheson says the bond market won't let him have either. Here's what she expects instead. --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- Bond yields are climbing globally while stock markets push higher on AI optimism — and Noelle Acheson, author of the Crypto Is Macro Now newsletter, argues the divergence is not a contradiction but a warning. In her read, inflation was building before the Hormuz crisis, the BLISS trade has permanently replaced the TACO trade as the structural put under markets, and Kevin Warsh is walking into a Fed that the bond market controls more than he does. She also flags a contrarian indicator nobody is talking about: the gap between the cap-weighted S&P 500 and the equal-weight index is widening at a pace last seen in 1999. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Ehrlich, Head of Research at SharpLink and Host of Bits + Bips: The Interview - https://x.com/Steven_Ehrlich Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Noelle Acheson | Author, Crypto Is Macro Now newsletter Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Impact Theory with Tom Bilyeu. In today's final London episode, we dig into the unverified Iran framework reportedly brokered between the US and Tehran — a 30-day pause that may have more to do with calming a fracturing bond market than ending a war. Joining Tom is Drew, who walks us through the leaked terms, why Netanyahu reportedly had "his hair on fire" on a call with Trump, and what Israel's rumored surprise strike could mean for any path to a permanent deal. From there, the conversation widens into the wealth extraction lens on modern warfare, the three industrial complexes running the show, and the four simultaneous bond markets flashing historic warning signs. Tom breaks down the Cape ratio hitting levels not seen since 1929 and 1999, walks through his own personal portfolio (three years in cash, Bitcoin, gold, short-term US debt, and broad diversification), and explains why timing the market is a fool's errand compared to building a thesis. We also cover Bernie Sanders' new bill to cap super PAC contributions at $5K — a rare moment of cross-aisle agreement for Tom — alongside a brutal point-by-point dismantling of California gubernatorial candidate Tom Steyer's claim that we just need to "tax billionaires more." Spoiler: per-capita inflation-adjusted spending on transportation, healthcare, and education is already up 50%, 100%, and 700% respectively since 1952. The problem isn't taxation. It's competence. Plus: the largest autism fraud case in US history out of Minnesota, AOC's brown-water data center stunt that Tom calls "treasonous," Jeff Bezos predicting AI will let one spouse leave the workforce, the AI-made film premiering at Cannes, Spotify and Universal's new AI remix licensing deal, the Figure robot running 200 hours error-free, and a viral CEO firing his entire HR department. Whether you're here for the geopolitics, the macro economics, or Tom's no-anonymous-feedback management philosophy, this episode covers a lot of ground from the road. Hit subscribe. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodAT&T Business: Switch to AT&T Business at business.att.com Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact Monetary Metals: Future-proof your wealth at https://monetarymetals.com/impactPique: 20% off at https://piquelife.com/impact tom bilyeu, impact theory, tom bilyeu show, tom bilyeu live, drew, iran ceasefire, trump iran, netanyahu, israel iran, ukraine russia, bond market, cape ratio, jeff bezos ai, bernie sanders super pac, tom steyer, tax the rich, billionaire tax, minnesota fraud, feeding our future, jd vance, aoc data center, ai film cannes, spotify ai, universal music ai, figure robot, asmongold ai, tommy robinson, mamdani, money in politics, wealth extraction, citizens united, london podcast Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Impact Theory with Tom Bilyeu. In today's final London episode, we dig into the unverified Iran framework reportedly brokered between the US and Tehran — a 30-day pause that may have more to do with calming a fracturing bond market than ending a war. Joining Tom is Drew, who walks us through the leaked terms, why Netanyahu reportedly had "his hair on fire" on a call with Trump, and what Israel's rumored surprise strike could mean for any path to a permanent deal. From there, the conversation widens into the wealth extraction lens on modern warfare, the three industrial complexes running the show, and the four simultaneous bond markets flashing historic warning signs. Tom breaks down the Cape ratio hitting levels not seen since 1929 and 1999, walks through his own personal portfolio (three years in cash, Bitcoin, gold, short-term US debt, and broad diversification), and explains why timing the market is a fool's errand compared to building a thesis. We also cover Bernie Sanders' new bill to cap super PAC contributions at $5K — a rare moment of cross-aisle agreement for Tom — alongside a brutal point-by-point dismantling of California gubernatorial candidate Tom Steyer's claim that we just need to "tax billionaires more." Spoiler: per-capita inflation-adjusted spending on transportation, healthcare, and education is already up 50%, 100%, and 700% respectively since 1952. The problem isn't taxation. It's competence. Plus: the largest autism fraud case in US history out of Minnesota, AOC's brown-water data center stunt that Tom calls "treasonous," Jeff Bezos predicting AI will let one spouse leave the workforce, the AI-made film premiering at Cannes, Spotify and Universal's new AI remix licensing deal, the Figure robot running 200 hours error-free, and a viral CEO firing his entire HR department. Whether you're here for the geopolitics, the macro economics, or Tom's no-anonymous-feedback management philosophy, this episode covers a lot of ground from the road. Hit subscribe. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodAT&T Business: Switch to AT&T Business at business.att.com Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact Monetary Metals: Future-proof your wealth at https://monetarymetals.com/impactPique: 20% off at https://piquelife.com/impact tom bilyeu, impact theory, tom bilyeu show, tom bilyeu live, drew, iran ceasefire, trump iran, netanyahu, israel iran, ukraine russia, bond market, cape ratio, jeff bezos ai, bernie sanders super pac, tom steyer, tax the rich, billionaire tax, minnesota fraud, feeding our future, jd vance, aoc data center, ai film cannes, spotify ai, universal music ai, figure robot, asmongold ai, tommy robinson, mamdani, money in politics, wealth extraction, citizens united, london podcast Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This latest wobble in the bond market almost certainly won't be the last. Group Chief Economist Neil Shearing and Chief Markets Economist Jonas Goltermann join David Wilder on the latest episode of the Weekly Briefing to discuss the forces that have driven bond yields to multi-year highs. They examine shifting perceptions around inflation as the closure of the Strait of Hormuz drags on, the fiscal worries gnawing away at investor sentiment across the advanced economies and we're entering a world where inflation settles structurally higher than the 2% era policymakers once took for granted. And with Japan's yield curve steepening sharply, they also discuss whether investors are beginning to question the Bank of Japan's grip on reflation. Also on the show, India economist Shilan Shah calls in from Mumbai to discuss how record temperatures and the global energy shock are complicating the Reserve Bank's efforts to contain inflation pressures. He discusses the risks7 facing the rupee, the prospect of tighter monetary policy, and how the current dilemma compares with crises past. Related contentWatch: Markets Drop-In: AI-driven paradigm shift or dotcom bubble redux? What's next for equitieshttps://www.capitaleconomics.com/events/markets-drop-ai-driven-paradigm-shift-or-dotcom-bubble-redux-whats-next-equitiesRead: Heatwave completes trifecta of risks for Indiahttps://www.capitaleconomics.com/publications/india-economics-update/heatwave-completes-trifecta-risks-indiaExplore: Fiscal Riskshttps://www.capitaleconomics.com/key-issues/fiscal-risks

Nvidia's earnings beat, stock buyback, and dividend hike not exciting Wall Street, but one chip subsector is seeing a boost. Greg Ip's “dangerous brew that's rattling bond markets.” And the CEO of D-Wave Quantum discusses the government's new $100M stake.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today's episode, we go through big takeaways from MBA's Secondary and Capital Markets Conference in New York City. Plus, Robbie sits down with TransUnion's Satyan Merchant for a discussion on the accelerating shift toward mortgage credit score competition, exploring how lenders should adapt to increasing model choice, evolving credit report innovation, operational complexity, alternative data, and the growing role of dynamic credit insights across the full mortgage lifecycle. And we close by looking at bond market movements from across the globe.Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.This week's podcasts are sponsored by TransUnion. Discover how data-driven mortgage intelligence is helping lenders identify in-market borrowers, strengthen portfolio performance, personalize outreach, retain customers, and drive smarter growth in an increasingly competitive housing market.

Mentor Sessions Ep. 071: Why the “Bond Market Fire Alarm” Is the Most Dangerous Signal of 2026, Why This Is NOT Just Another Yield Spike But the Beginning of the Eurodollar System Attack, and How Bitcoin Becomes the Only True Neutral Reserve Asset | Bhatia & ConsortiTreasury yields are flashing red globally — and Nik Bhatia (The Bitcoin Layer) and Joe Consorti break down exactly why this matters for Bitcoin, the dollar, and the world economy in 2026.Japanese government bond yields just hit their highest level since 1996. The Strait of Hormuz closure triggered an oil shock feeding inflation. And Scott Bessent has quietly told the world that gold and Bitcoin are the neutral reserve assets the system needs. If you're not watching this angle, you'll miss the next decade of Bitcoin's rise.In this deep-dive macro conversation, you'll learn:— Why Nik says the bond market is "flashing a fire alarm" but the US is more resilient than the rest of the world— How the Japanese carry trade unwind threatens global equity markets and what JGB yields at 30-year highs really signal— Why the Eurodollar system is under attack — and how the Strait of Hormuz crisis accelerates that— What repo markets are actually showing right now (the opposite of crisis, and why that matters)— Iran's Bitcoin-backed insurance policy and why Joe calls it "the most important geopolitical Bitcoin development in history"— Why Scott Bessent's "neutral reserve asset" comment is the most bullish Bitcoin signal hiding in plain sight— Joe's probabilistic $150K Bitcoin price framework for 2026 — and Nik's 50/50 all-time-high call by year end⏱️ Timestamps:0:00 - Intro1:24 - Introducing Nik Bhatia and Joe Consorti2:08 - Nik's Localized View on Bond Market Risks3:29 - Why a Rising Dollar Raises Concerns4:37 - US Economy Can Sustain 4.5% Yields7:14 - Inflation Sources: Oil Shock Plus Demand10:52 - Joe Breaks Down JGB Yields and Carry Trade16:18 - TACO Framework or Bessent as Volatility Chief21:57 - Fed Put, Treasury Put, and Market Control28:57 - Repo Markets Signal No Crisis Conditions31:09 - Eurodollar System Facing Coordinated Pressure32:26 - Iran's Bitcoin-Backed Insurance Marks Historic Shift38:49 - Gold and Bitcoin as Neutral Reserve Assets44:28 - SEC Plans for Crypto Stock Trading52:51 - Joe Forecasts Bitcoin Reaching 150K55:00 - Nik's Over Under on 150K Bitcoin Target55:47 - Upper Limit on Sustainable Treasury Yields

CEO of JPMorgan Chase Jamie Dimon speaks exclusively with Bloomberg's Haslinda Amin from the sidelines of the JPMorgan "Global China Summit" in Shanghai. They discussed the rout in bond markets, the risk of heightened inflation, and why corporate earnings remain so high.See omnystudio.com/listener for privacy information.

Gold and silver pull back as WTI tops $107 and the 30-year hits 5.14% — Peter says plunging real rates make this dip a gift.This episode is sponsored by InvestingPRO. Get 55% off + an EXTRA 15% off with my code PETERSCHIFF at checkout! Sign up: https://www.investing-referral.com/peterschiffThis episode is also sponsored by ExpressVPN. Get an extra 4 months free. http://expressvpn.com/goldPeter Schiff goes live to break down the market moves since Wednesday's podcast, with gold and silver pulling back as oil surges past $107 WTI and bond yields punch higher — the 10-year at 4.62% and the 30-year at 5.14%. Schiff argues the short-term selloff is being driven entirely by the nominal yield move, but with inflation accelerating, real rates are actually plunging — a setup that is deeply bullish for precious metals and exactly the buying opportunity stackers have been waiting for. He points to the positively sloped yield curve across every maturity as the bond market's clearest signal yet that higher rates and higher inflation are still ahead.Schiff also delivers another Bitcoin reality check, walking through BTC's ongoing underperformance versus gold and the recent debates around long-term holdings, and explains why physical metals remain the only credible vehicle for real wealth preservation. The episode wraps with the latest on exploding deficits and a ballooning government, why true conservatives — and gold owners — are needed now more than ever, and fresh insights from SchiffGold on Comex flows and the increasingly urgent case for a return to sound money.Our Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

Marty sits down with Luke Gromen to discuss the unsolvable U.S. sovereign debt trap, why the Fed will be forced to print money to cap yields into a new inflation spike, and how AI-driven labor disruption and the Iran-Hormuz supply shock are accelerating the end of the dollar-centric world order. Luke on X: https://x.com/LukeGromen FFTT: https://fftt-llc.com/ STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim discuss bond yields, whether the Fed will raise rates in July, and the US/China meeting. WealthVest is a leading wholesaler of fixed, fixed-indexed, and registered index-linked annuities to financial professionals. We're a partner to thousands of advisors by providing annuity planning technology, retirement income planning, practice management, market and industry trends, and annuity case management. Our team of dedicated wholesalers and annuity case managers helps advisors provide the best annuity outcomes.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Matt LueckShow Editing and Production: Matt LueckDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Ethan Powell of Brookmont Capital Management highlights catastrophe bonds as an uncorrelated income strategy tied to natural disaster risk. He says his fund's Catastrophe Bond ETF (ILS) offers strong yield with limited exposure to traditional market volatility. Ethan adds that global diversification helps provide resilient returns regardless of macro conditions.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

On this week's Macrodose, James Meadway looks at how talk of the bond markets is back after Andy Burnham announced his byelection candidacy and ambitions for Number 10 (0:44), a note on “Godzilla El Nino” - as the world is set to be hit by the mother of all weather disruptions (5:49), and reports that the UK government is pushing to cap the price of essential foods (9:36).Subscribe to support the show at ⁠⁠⁠⁠⁠patreon.com/Macrodose.⁠⁠⁠⁠⁠ Your pledge is a donation supporting free public education; perks are thank-you gifts for your support.Got a question or comment? Reach out to us at ⁠macrodose@planetbproductions.co.uk⁠.To learn more about the work we do at Planet B Productions, head to ⁠planetbproductions.co.uk⁠.Listen to Death In Westminster - a new documentary podcast from Planet B Productions & Novara Media:https://novaramedia.com/category/audio/death-in-westminster/#the-station

Morning news and commentary for Pebble in Your Shoe Tuesday, then Dr. Murray Sabrin PhD, econonmist joins for a talk on what Mr. Bond Market says...40 trillion in debt, what could go wrong?

U.S. stocks are moving higher in early trading.

The markets have a big bounce-back day.

Wall Street may have hit record highs - but the bond market is suddenly flashing warning signs investors can no longer ignore. Hosted by Michelle Martin, this episode of Market View explores why surging Treasury yields are rattling stocks, whether higher borrowing costs could threaten the AI-driven market rally, and what resilient consumer spending at Home Depot really says about the US economy. Michelle also unpacks why luxury giant Tapestry is betting heavily on international growth, how Yangzijiang Shipbuilding’s booming order book reflects shifting global trade dynamics, and why BYD’s fleet of “floating garages” could reshape the future of industrial competition. Featuring companies including Home Depot, Tapestry, Coach, Yangzijiang Shipbuilding, Delfi and BYD.See omnystudio.com/listener for privacy information.

Andy Burnham's campaign for Makerfield is already gathering pace, complete with Oasis soundtrack to a new campaign video. But as Labour's would-be challenger tries to pitch himself as the man to replace Keir Starmer, questions remain over his economic credibility.Michael Simmons and Tim Shipman join Noa Hoffman to Burnham, the bond markets, and if Starmer can really dig in if Burnham wins the by-election.Become a Spectator subscriber today to access this podcast without adverts. Go to spectator.co.uk/adfree to find out more.For more Spectator podcasts, go to spectator.co.uk/podcasts.Contact us: podcast@spectator.co.uk Hosted on Acast. See acast.com/privacy for more information.

SMBC Nikko Securities America chief economist for the Americas Joe Lavorgna speaks inflation, US economy, and bond market with Bloomberg's Tom Keene and Paul Sweeney. See omnystudio.com/listener for privacy information.

The markets' recent upward momentum fades.

U.S. stocks are falling from their record highs.

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Treasury yields are surging to levels not seen since 2007, sparking fears of rising mortgage rates, ballooning debt costs, and a deeper economic crisis. This segment breaks down the bond market selloff, America's $40 trillion debt problem, inflation concerns, Fed policy failures, and how global tensions with Iran could send rates even higher. Is Washington heading toward a financial reckoning?

We are live in Paris at the G7 finance ministers' meeting where European Commissioner Valdis Dombrovskis tells us that Europe is facing a stagflationary shock amid the energy crisis while French finance minister Roland Lescure says lawmakers need to work to reassure bond markets. Crude prices fall slightly after U.S. President Trump says he postponed fresh strikes on Iran, citing diplomatic progress on ending the conflict with Iran. Elon Musk loses his case against OpenAI after jurors ruled the Tesla CEO had filed his suit too late to proceed. Musk had claimed the ChatGPT maker had violated an agreement to only run the AI start-up as a charitable non-profit organisation.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bond markets around the world spike with the U.S. 10-year Treasury yield hitting its highest level in 15 months as inflation concerns persist. We are live in Paris where G7 finance ministers and central bank governors are meeting with the global sell-off set to dominate discussions. Crude oil prices rise once again after U.S. President Donald Trump warns Iran ‘the clock is ticking' over peace talks. We speak to Ryanair CFO Neil Sorahan who says that despite rising jet fuel costs the airline is well placed to avoid any dramatic summer travel scenarios. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Strategy wipes $1.5 billion in debt off its books, moves to pay semi-monthly dividends for STRC Strive becomes the first stock in U.S. history to pay daily dividends New Fed Chair calls Bitcoin "the new gold" for anyone under 40 Senator Lummis makes the most powerful case for Bitcoin ever heard in the Senate ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie  ---- Order my simple guide to Bitcoin and broken money, "Bitcoin is For Everyone": https://amzn.to/3WzFzfU  ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com  ---- References mentioned in the episode: Strategy to Repurchase $1.5 Billion of Convertible Bonds Using Cash or BTC Sales Strategy to Retire $1.5 Billion in Convertible Notes, May Sell Bitcoin to Fund Buyback S&P Global: Strategy Inc Assigned 'B-' Issuer Credit Rating; Outlook Stable Strive's SATA to Become First U.S.-Listed Security to Pay Daily Cash Dividends Strive Shares Jump on 'Daily Dividend Company' Strategy as Firm Goes Debt-Free Treasury Yields Hit a 12-Month High; Bitcoin Still Stuck Below Its 200-Day Average Bond Traders See Tipping Point Toward a New Era of Higher Yields Treasuries Lead Global Bond Yields Higher on Inflation Angst G-7 to Discuss Bond Selloff Sending Yields to Multi-Decade Highs Mounting Inflation Pressures Deepen Global Bond Slide Senate Confirms Bitcoin-Friendly Warsh as Federal Reserve Chair Senate Confirms Warsh to Lead Fed as Trump Tests Its Autonomy Kevin Warsh Wins Senate Confirmation as the Next Fed Chair Kevin Warsh Comes Into the Fed Facing a Big Family Fight Over Cutting Interest Rates Senate Confirms Trump's Federal Reserve Chair Pick Kevin Warsh "If You're Under 40, Bitcoin Is Your New Gold" — Kevin Warsh Everything Kevin Warsh Thinks About Bitcoin River: "The Most Pro-Bitcoin Fed in History" Senate Banking Committee Advances Landmark Crypto Market Structure Bill CLARITY Act Clears U.S. Senate Committee on Its Way to a Final Test in Congress Crypto Industry Cheers CLARITY Act Progress as Ethics Questions Linger ----  

The U.S. stock market is falling from its records in early trading.

Stocks fall, tumbling from record territory to end out the week.

Inflation ticks higher. Bond yields hit 19 year high. Bonds are no longer the safety hedge your retirement depends on. Another distressed condo fund emerges in Toronto. Start an investment portfolio that's built to perform with Neighbourhood Holdings! For Mortgage Brokers: https://www.neighbourhood.com/looniehour-brokersFor Investors and Advisors: https://www.neighbourhood.com/looniehourCheck out Saily at https://www.saily.com/looniehour and use our promo code 'LOONIEHOUR' to get 15% off your first purchase!✉️ Media & Real Estate Inquiries: steve@stevesaretsky.comStay up to date with our information -

Westminster is gripped by the game of thrones around Labour's slow-mo leadership drama, which could deliver the UK's seventh prime minister in ten years. But for markets and the economy, the stakes are very real. Chief UK Economist Paul Dales tells David Wilder why. He says all the leading contenders to replace Starmer would, to varying degrees, open the spending taps but also explains why the bond market is likely to push back hard. Paul also makes the case for the UK's medium-term outlook looking brighter than many assume, though not because of who's in charge of the country.Also on the show, Group Chief Economist Neil Shearing discusses why the latest activity data suggest the global economy has so far proved surprisingly resilient in the face of the Iran conflict – and why that resilience could soon be tested. 

This week: a tale of two audio essays. Philip is going deep dive on the coming oil crisis.He sees a two-wave format emerging. The initial wave - dropping in a month or so, is already baked in. “The oil infrastructure is like a body,” he says. “if the heart stops pumping, the cells stop oxygenating, after a while they begin to die off.” They're "living chemical engineering systems" that need constant throughput. Shutdowns normally require years of planning and cost hundreds of millions. This will entail real damage to the global oil infrastructure, but eventually reparable. And then a second wave - if things persist into the autumn. Which will mean an inflationary depression. Real declines in global living standards.That future portends a potential schism – a genuine multipolar moment, as the Strait is hived off to genuine Iranian control, under the aegis of Russia and China. His message is simple: “Enjoy the beginning of summer…” While you still can. Meanwhile, Andrew has turned his attention towards Broken Britain. With the Prime Minister now holed below the waterline, is there still any potential universe in which Britain avoids a big bond market shock? What he's calling The Madame Butterfly Effect explains how Jeffrey Epstein could crash the UK economy. During the period in which Mandelson left politics (after 2010), a new form of political operator emerged. What Matt Stoller calls 'entrepreneurial brokers'. An American gold mining company wishes to secure a stake in a new deposit in Siberia. A major British political donor wants to raise capital for his son's hedge fund. An Italian politician might enjoy access to a luxury yacht twice a year.Mandelson found himself 'fixing things'.In the Unipolar world order, he says, nations specialised. Britain's specialisation was financial services and openness to trade, which in turn allowed it to piggyback on US foreign policy.This, however, led to deindustrialisation and to associated policies such as openness to high immigration.But that system of integration, of the entrepreneurial brokers running things, is now capsizing, thanks to Epstein. The Labour Left will likely take charge after Starmer's resignation. They have no brokers. And no links into the real world of high level market traders who might smooth their passage.Another cheery week. Do check out our Substack if you can - https://multipolaritypod.substack.com/

How much of a threat to the economy is the oil price shock, and shortages of other key commodities, caused by the US-Iran war?What's likeliest to happen if the war wraps up soon?Or, if it escalates from here?And what impact is this all likely to have on the financial markets, which are back trading at all-time highs?To find out, we're fortunate to welcome back to the program analyst Bill Fleckenstein of Fleckenstein Capital.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#bonds #federalreserve #iranwar _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The “Henssler Money Talks” hosts unpack the relationship between bond prices, coupon rates, and yield to maturity—helping investors understand why a bond's true return involves more than its stated interest rate. Original Air Date: May 9, 2026Read the Article: https://www.henssler.com/more-than-the-interest-rate-understanding-bond-yields  

The Former UK Treasury Minister and Goldman Sachs Chief Economist Jim O'Neill discusses the latest threats to Keir Starmer's leadership and the outlook for UK economic growth. He was speaking to Caroline Hepker and Lizzy Burden on Bloomberg Daybreak Europe.See omnystudio.com/listener for privacy information.

Is a global debt emergency on the horizon?   Big Tech's bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it's not expected to slow down this year.  Meanwhile, the US federal deficit has swelled to about $39 trillion, according to the US Treasury Department. That's raising red flags about the potential impact on the Treasuries market. Government and corporate debt are growing but for different reasons. How should investors think about it?   Dominic Pappalardo is the chief multi-asset strategist for Morningstar Wealth. It's part of registered investment advisor, Morningstar Investment Management.     Why Bonds Still Have Long-Term Appeal Despite Recent Wobbles     On this episode: 00:00:00 Welcome 00:01:29 Big Tech's AI bond-issuing spree explained 00:03:51 What's driving the US federal deficit higher 00:06:04 Calls to prepare for a bond market emergency  00:07:38 Government vs. corporate debt key differences 00:08:45 Potential risks lurking in today's bond market 00:10:33 Bond portfolio opportunities and investor takeaways   Watch more from Morningstar: 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff? Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond yields are surging, with the US 30-year pushing 5% and UK yields near multi-decade highs but why does it matter?In this episode of the AmplifyME Market Maker Podcast, we explain how rising yields impact your mortgage, stock valuations, and the global economy. From the “risk-free rate” to inflation expectations and central bank policy, we break down the key drivers behind one of the most important forces in markets right now.Despite booming stock markets, bond markets are signalling risk. The question is: who's right?(00:00) Why Bond Yields Matter(03:00) The 5% Yield Level(06:06) Impact on Mortgages(07:48) Risk-Free Rate Explained(12:27) Stocks vs Bonds Disconnect(14:38) Inflation Expectations(16:58) Trading Opportunities(23:35) Stocks Rip Higher(25:36) S&P Earnings Growth(26:43) UK Political Risk

Could the government's creditors protect Starmer and Reeves, even if Labour is humiliated in the elections? How high are UK interest rates going to rise because of Trump's Iran war? Has monetary policy stopped working? Could AI actually lead to the creation of millions of new jobs? And is coal consumption in the 19th Century a good way to predict this? Steph and Robert dissect the Bank of England's latest assessment of the UK economy. Plus Robert takes us back in time to explain why Jevons Paradox on coal consumption could be relevant to the AI revolution we're in now. The Rest is Money is brought to you by Octopus Energy, Britain's smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partnerships@goalhanger.com⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Chris Vermeulen joins Maggie Lake to break down what's really driving markets right now—and where the biggest risks may be hiding. Equities continue to climb, fueled by AI and strong momentum, but under the surface, warning signs are building. Chris explains why this could be a classic “melt-up” environment—and why investors shouldn't ignore what's happening in bonds, currencies, and commodities. From a potential surge in interest rates to a possible break in the bond market, this conversation covers the key signals that could shift markets quickly—and what to watch next.If you're trying to understand where money is flowing and how to position for what's coming, this is a must-watch. Learn more about your ad choices. Visit megaphone.fm/adchoices

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan & Guy Adami break down the top market headlines and bring you stock market trade ideas for Monday, April 26th. Checkout The Boock Report: https://boockreport.com/ Read The Daily Spark: https://www.apollo.com/wealth/the-daily-spark Corporate America Is Minting Money—and Not Just in Tech and Finance (WSJ) -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

What's fueling Wall Street's optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major disruption to rattle investors before receding this year. The enthusiasm for the artificial intelligence boom also waned in early 2026. So, what should investors make of the market's fluctuating mood? Tom Lauricella is the global markets editor for Morningstar Inc. and the editor of Smart Investor newsletter. What War? US Stocks Hit Record Highs   On this episode: 00:00:00 Welcome 00:01:20 Markets' Response to the Iran War 00:02:40 Why Stocks Hit Record Highs Despite the Oil Shock 00:04:50 Earnings Season and Investor Sentiment 00:05:49 Big Tech Crosswinds and the Bond Market 00:09:04 Concerns About Private Credit Markets 00:11:07 Inflation, the Fed, and Leadership Transition   Watch more from Morningstar: Vanguard Wrote the Playbook for Success. Now, It Must Evolve to Stay on Top Vanguard Is Entering a New Era. Can It Keep Winning for Another 50 Years? These 8 Funds Could Help Steady Portfolios During Rough Markets   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.