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Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia

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Manage episode 484254345 series 2523344
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Nik Bhatia is the founder of The Bitcoin Layer, a macroeconomic research firm focused on Bitcoin and global finance. He’s also the best-selling author of Layered Money, a CFA charterholder, a former U.S. Treasuries and money markets trader, and now teaches at USC’s Marshall School of Business. In this episode, Nik breaks down the chaos in today’s markets with rare clarity—from volatility patterns to the future of the dollar. We dive into the truth behind Treasury market turmoil, why 7-sigma events are happening more often, the potential collapse of weak global currencies, and how trade wars, tariffs, and de-dollarization efforts are reshaping the global order. Nik also unpacks the “Mar-a-Lago Accord” theory and what it might mean for BRICS, the Eurodollar system, and financial warfare between the U.S. and Europe.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia (00:00:00)

2. Marker 03 (00:16:38)

3. Marker 02 (00:28:51)

4. Marker 01 (00:29:44)

5. Marker 01 (00:29:44)

6. Marker 02 (00:52:36)

609 episodes

Artwork
iconShare
 
Manage episode 484254345 series 2523344
Content provided by iHeartPodcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by iHeartPodcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Nik Bhatia is the founder of The Bitcoin Layer, a macroeconomic research firm focused on Bitcoin and global finance. He’s also the best-selling author of Layered Money, a CFA charterholder, a former U.S. Treasuries and money markets trader, and now teaches at USC’s Marshall School of Business. In this episode, Nik breaks down the chaos in today’s markets with rare clarity—from volatility patterns to the future of the dollar. We dive into the truth behind Treasury market turmoil, why 7-sigma events are happening more often, the potential collapse of weak global currencies, and how trade wars, tariffs, and de-dollarization efforts are reshaping the global order. Nik also unpacks the “Mar-a-Lago Accord” theory and what it might mean for BRICS, the Eurodollar system, and financial warfare between the U.S. and Europe.

See omnystudio.com/listener for privacy information.

  continue reading

Chapters

1. Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia (00:00:00)

2. Marker 03 (00:16:38)

3. Marker 02 (00:28:51)

4. Marker 01 (00:29:44)

5. Marker 01 (00:29:44)

6. Marker 02 (00:52:36)

609 episodes

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