
Episodes
145 episodes
Why the Front End Is the New Battleground for Bond Investors
0:000:00
Why the 2-Year Yield Stays 60 Basis Points Above Fed Funds
0:000:00
Why the 3-Month Treasury Yield Is Finally Breaking Below 4 Percent
0:000:00
What the Fed's Three Dissent Votes Mean for Bond Yields
0:000:00
Why the Yield Curve Turned Positive and What Happens Next
0:000:00
How Duration Is Becoming Attractive Again in Fixed Income
0:000:00
Why TIPS Are Falling Behind Nominal Treasuries in Late July 2026
0:000:00
Why 2-Year and 5-Year Treasury Yields Are Converging
0:000:00
How Oil Prices Are Repricing Fed Rate Hike Odds
0:000:00
How Term Premium Is Driving the Yield Curve Steepening
0:000:00
Why the 10-Year Treasury Yield Is 100 Basis Points Above the Fed Funds Rate
0:000:00
How Rising Oil Prices Are Reshaping the Treasury Yield Curve
0:000:00
Why the 10-Year Yield Is Stuck at 4.70 Percent
0:000:00
How the 10-Year Yield Is Topping 4.70 Percent in July 2026
0:000:00
How the Corporate Bond Market Is Decoupling From Treasuries
0:000:00
Why TIPS Are Beating Nominal Treasuries in July 2026
0:000:00
How Corporate Bond Arbitrage Is Breaking the Yield Curve
0:000:00
Why the 5-Year Treasury Is Leading the Curve Steepening
0:000:00
Why the 5-Year Treasury Yield Is Leading the Curve Steepening
0:000:00
Why the 3-Month Bill Is Sticky Above the Fed Funds Rate
0:000:00
Why the 30-Year Treasury Yield Is Breaking Above 5 Percent
0:000:00
Why the 3-Month Yield Is Sticky Above the Fed Funds Rate
0:000:00
How the 2-Year Treasury Yield Became the Real Fed Signal
0:000:00
Why the 3-Month Treasury Yield Is Sticky Above the Fed Funds Rate
0:000:00
How the 10-Year Yield Is Topping 4.5 Percent
0:000:00
Why the 30-Year Yield Is Breaking Above 5 Percent in July 2026
0:000:00
Why the 2-Year Yield Is a Better Signal Than the Fed Funds Rate
0:000:00
Why the Yield Curve Is Steepening Without a Recession
0:000:00
Why the 30-Year Yield Is Breaking Above 5 Percent
0:000:00
Why the 2-Year Yield Is Flashing a Recession Signal
0:000:00
How the 2-Year Yield Is Becoming a Better Fed Signal Than the Fed
0:000:00
How the 30-Year Treasury Yield Is Breaking Above 5 Percent
0:000:00
How the Fed Funds Rate Became a Lagging Indicator
0:000:00
How the Agency Mortgage Bond Market Is Breaking From Treasuries
0:000:00
How the Three-Month Yield Drop Is Breaking the Carry Trade
0:000:00
How the 10-Year Treasury Yield Is Defying the Fed in July 2026
0:000:00
How TIPS Are Becoming a Contrarian Bet in July 2026
0:000:00
Why the Fed Funds Rate Is Becoming Irrelevant in Mid-2026
0:000:00
How the Fed's Forward Guidance Lost Its Grip on Bond Yields
0:000:00
How Inflation-Indexed Bonds Are Misreading the Economy
0:000:00
Why TIPS Spreads Signal a Regime Change in Inflation Expectations
0:000:00
Why Corporate Bond Spreads Are Widening in July 2026
0:000:00
How Mortgage Bonds Are Decoupling from Treasuries in July 2026
0:000:00
Why the 3-Month Yield Is Falling While the Fed Holds Steady
0:000:00
How the Fed Minutes Revealed a Family Fight Over Rates
0:000:00
Episode 100 How the Bond Market Priced Its Own 2026 Future
0:000:00
Why the Fed's Interest on Reserves Is a Hidden Floor for Yields
0:000:00
How the 10-30 Year Treasury Spread Signals Term Premium
0:000:00
How Hedge Funds Are Gaming the SOFR-Treasury Basis Trade
0:000:00
How the Two-Year Yield Is Breaking the Fed's Hold
0:000:00
Why Muni Bonds Are Beating Treasuries in July 2026
0:000:00
Why T-Bill Auctions Are Breaking the Short-End Trade
0:000:00
Why TIPS Are Losing Their Inflation Protection Edge
0:000:00
Why the Yield Curve Is Steepening in July 2026
0:000:00
Why the Bond Market Is Unpricing Recession Risk in July 2026
0:000:00
How the 2-Year Yield Is Ignoring the Fed in July 2026
0:000:00
How the 2-Year Yield Is Ignoring the Fed in July 2026
0:000:00
Why the 30-Year Yield Stays Above 4.9 While the Fed Holds at 3.65
0:000:00
How the Fed's Interest on Reserves Steers Every Bond Yield
0:000:00
How Treasury Bill Supply Is Squeezing Short-Term Yields
0:000:00
How the Fed's Interest on Reserves Steers Every Yield on the Curve
0:000:00
Why the 2-Year Yield Is Ignoring the Fed's Rate Hike Warning
0:000:00
Why Corporate Bond ETF Inflows Are Reshaping the Market
0:000:00
How the 30-Year Treasury Yield Is Steering Mortgages
0:000:00
How the 30-Year Bond Yield Stays Above 4.8 in June 2026
0:000:00
How Junk Bonds Are Decoupling from Treasuries in June 2026
0:000:00
How Global Bond Markets Are Outperforming US Treasuries
0:000:00
How TIPS Break-Evens Signal Sticky Inflation
0:000:00
How the Fed's Rate Hike Pledge Changed Bond Yields
0:000:00
How TIPS Are Beating Nominal Bonds in a Sticky Inflation Environment
0:000:00
How Bond ETF Flows Are Reshaping Yields in June 2026
0:000:00
Why Bond ETF Flows Are Surging in June 2026
0:000:00
How the Fed Stress Test Reshaped Bond Yields This Week
0:000:00
How Muni Bonds Are Breaking the Fed's Grip on Yields
0:000:00
Why the Three-Month Yield Is Stuck Above 3-8
0:000:00
How the 10-Year Yield Stays Above 4.5 Percent
0:000:00
Greenspan at 100 His Bond Market Legacy in One Chart
0:000:00
How Alan Greenspan s Legacy Shapes Today s Yield Curve
0:000:00
How FOMC Minutes Are Driving Bond Yields Now
0:000:00
Why the 3-Month Yield Is Diverging from the Fed Funds Rate
0:000:00
Why the 2s10s Spread Is Flattening Again
0:000:00
How the 2-Year Yield Jump Shows Confidence in the Fed
0:000:00
How SpaceXs IPO Reshaped the Bond Market in One Week
0:000:00
How the 3-Month Treasury Yield Signals a Liquidity Squeeze
0:000:00
How the Fed Funds Rate Stays Stuck at 3.63 and What That Means for Bonds
0:000:00
How the Yield Curve is Steepening Without a Recession
0:000:00
Why the Fed Changed Its Statement and What That Means for Bonds
0:000:00
Why the Fed Funds Rate Is Stuck at 3.63
0:000:00
Why Bond Market Liquidity Is Drying Up in Plain Sight
0:000:00
Why the 30-Year Yield Near 5 Percent Is a Ceiling
0:000:00
The Bond Market's Quiet Liquidity Crisis
0:000:00
Why TIPS Demand Surges When Inflation Fears Cool
0:000:00
Why the Corporate Bond Market Is Signaling a Slowdown
0:000:00
Why the 30-Year Yield Near 5 Percent Is a Ceiling
0:000:00
What the Fed Rate Pause Means for Bond Market Volatility
0:000:00
How Bond Market Liquidity Drives Every Trade You Make
0:000:00
Why TIPS Demand Surges When Inflation Fears Cool
0:000:00
Why the 5-Year Note Has Become the Bond Market's True Bellwether
0:000:00
Why the 2-Year Treasury Yield Is Trading Like a Ceiling
0:000:00
Why the 5-Year Note Yield Dropped Below 4.2 Percent
0:000:00
Why the 5-Year Note Is the Bond Market's New Bellwether
0:000:00
Why the 30-Year Yield Topped 5 Percent and What It Means
0:000:00
Why the Treasury Bond Market Is Trading Like a Low Volatility Regime
0:000:00
Why the 10-Year Yield Is Stuck Above 4.5 Percent
0:000:00
Why the 2-Year Yield Is Sticky Near 4.17 Percent
0:000:00
Why the 3-Month to 10-Year Spread Is Positive Again
0:000:00
What the 3-Month to 10-Year Spread Signals Now
0:000:00
Why the 3-Month Bill Yield Is Sticky Near 3.78 Percent
0:000:00
What the 3-Month Bill Says About Market Stress Now
0:000:00
How the 2-10 Spread Steepening Reshapes Bond Strategy
0:000:00
What the 30-Year Yield Near 5 Percent Means Now
0:000:00
What the 30-Year Yield Near 5 Percent Means Now
0:000:00
Why the 3-Month T-Bill Yield Signals Market Anxiety
0:000:00
What the 2-Year Yield Tells You About Rate Cuts Now
0:000:00
Why Credit Ratings Are Taking Over Corporate Bond Trading
0:000:00
What the MBS Spread Reveals About the Bond Market Now
0:000:00
Why Bond ETFs Like LQD Are Trading Below Par Now
0:000:00
What the Curve Steepening Means for Bond Investors
0:000:00
How the Fed Funds Rate Anchors Every Bond Yield
0:000:00
What TIPS Yields Tell You About Real Returns Now
0:000:00
What the Fed's Passive QT Means for Bond Yields
0:000:00
What the Spread Between 10-Year and 2-Year Tells Investors Now
0:000:00
What the Inverted Yield Curve Tells Investors Now
0:000:00
What the 7-Year Treasury Note Tells You Now
0:000:00
What the 20-Year Treasury Bond Tells You Now
0:000:00
What the 10-Year Yield Drop Below 4.5% Means Now
0:000:00
What the 3-Year Note Tells You About Rate Paths
0:000:00
What the 5-Year Yield Drop Means for Bond Investors
0:000:00
Why the 10-Year Yield Dropped Below 4.5 Percent
0:000:00
Why the 5-Year Yield Is the Bond Market's Real Action Zone
0:000:00
How the Fed Funds Rate Steers Bond Yields
0:000:00
What the Shorter End of the Curve Says About Rate Cuts
0:000:00
Why the 30-Year Yield Holds Above 5 Percent
0:000:00
What the Spread Between High Yield and Treasuries Says Now
0:000:00
What the 3-Month Yield Tells You About Fed Rate Cuts
0:000:00
How the Two-Year Treasury Yield Reveals the Fed's Next Move
0:000:00
Why the Long Bond Yield Is Stuck Above 5 Percent
0:000:00
How the Two-Year Yield Is Reshaping Bond Strategy
0:000:00
Why Bond Investors Are Chasing Yield in Risky Markets
0:000:00
Why Corporate Bonds Are Beating Treasuries Right Now
0:000:00
How the 3-Month Yield Reveals the Fed Floor
0:000:00
Why TIPS Bonds Are Beating Nominal Treasuries Right Now
0:000:00
What the 30-Year Bond Yield Tells You About Inflation Risk
0:000:00
Why the 10Y-2Y Yield Curve Spread Matters Now
0:000:00
The Ten-Year Yield at 4.59 Percent Changes Everything
0:000:00