Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mean for equities? Julian Bridgen of Macro Intelligence 2 Partners joins to discuss all that and more. Plus, in the long/short segment, Grant Williams and Alex Rosenberg trade ancient appliances, Billy Bragg and middle seats. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

Rising Unemployment, Oil Tensions, and AI-Driven Market Moves: PALvatar Market Recap, December 17 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

17 Des 20255min

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

US Jobs Miss, Weak Global PMIs, Oil Slides Below $60, and Crypto Stays Under Pressure: PALvatar Market Recap, December 16 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

16 Des 20256min

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

Are AI Stocks in Danger? | Macro Mondays: December 15, 2025

*🔥Not a conference. A community gathering: https://rvtv.io/49QZAGI* Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopoliti...

15 Des 202535min

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

Central Bank Decisions, China’s Economic Slowdown, and Crypto Market Volatility: PALvatar Market Recap, December 15 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

15 Des 20256min

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

Global Market Mixed Moves, Fed Rate Cut Boosts Dow, and BOE Cut Hopes Rise: PALvatar Market Recap, December 12 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

12 Des 20253min

Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, P...

11 Des 20253min

Trading the Markets: December 10, 2025

Trading the Markets: December 10, 2025

Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at ...

10 Des 202524min

Fed Expectations, Easing Inflation, and Global Market Caution: PALvatar Market Recap, December 10 2025

Fed Expectations, Easing Inflation, and Global Market Caution: PALvatar Market Recap, December 10 2025

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar ⬜ In today’s update, Pa...

10 Des 20253min

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