A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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Similar to Unchained
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
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Bits + Bips: Trump Has Spread Uncertainty Across All Markets. What’s Next? - Ep. 798
Manage episode 470977227 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin 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.
The markets are a bloodbath.
If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?
One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.
So, is this pain temporary? Or are we looking at a long trend downward?
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guest:
- Travis Kling, CIO of Ikigai Asset Management
Links
Recession?
Inflation
DXY
Powell’s comments:
- CNN: Fed Chair Powell says he’s not worried about the economy amid Trump’s tariff chaos
- FT: Federal Reserve chief Jay Powell plays down growth worries after jobs report disappoints
Bonds:
- Bloomberg: The Bond Market’s Trump Trade Is Looking Like a Recession Trade
- CNBC: 10-year Treasury yield rises after weaker-than-expected jobs growth
- Bond yields in Europe and elsewhere are rising
Tariffs:
Japan and the carry trade:
- Japan's 20-Year Government Bond Yield rises to its highest level since 2008.
- Jeff Park tweeted “Bitcoin is Japan’s game now whether you like it or not” - thoughts?
- FT: Japan seeks tariff reprieve after Donald Trump questions long-standing defence pact
China’s deflation:
Ukraine War talks:
Timestamps:
- 👋 0:00 Intro
- 📉 3:05 What’s behind this brutal market selloff
- 🤔 7:26 Why making a market prediction right now is nearly impossible
- 🇺🇸 13:41 How Trump’s economic moves drive uncertainty
- ⚠️ 19:37 Is the Trump administration intentionally triggering a recession?
- 💰 20:30 The real impact of “austerity” on the economy
- 📉 22:59 What must happen before the market bottoms out
- 🔥 26:52 Where inflation might head next
- 📊 36:21 What the VIX is saying about the market
- 📉 39:00 How markets will react to today’s CPI numbers
- 🚀 43:40 When might Trump push for tax cuts?
- 🏦 49:19 Will ETF buyers create a bitcoin floor?
- 💴 55:12 What a declining Japanese yen reveals about demand for risky assets
- ₿ 1:00:35 Why BTC is the furthest that it has ever been from altcoins
- 🛍️ 1:11:00 What new groups might step in and buy bitcoin?📉
- 🤦♂️ 1:20:25 Whether the Trump administration “fucked up” the economy
Learn more about your ad choices. Visit megaphone.fm/adchoices
873 episodes
Share
Manage episode 470977227 series 1822984
Content provided by Laura Shin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laura Shin 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.
The markets are a bloodbath.
If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?
One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.
So, is this pain temporary? Or are we looking at a long trend downward?
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guest:
- Travis Kling, CIO of Ikigai Asset Management
Links
Recession?
Inflation
DXY
Powell’s comments:
- CNN: Fed Chair Powell says he’s not worried about the economy amid Trump’s tariff chaos
- FT: Federal Reserve chief Jay Powell plays down growth worries after jobs report disappoints
Bonds:
- Bloomberg: The Bond Market’s Trump Trade Is Looking Like a Recession Trade
- CNBC: 10-year Treasury yield rises after weaker-than-expected jobs growth
- Bond yields in Europe and elsewhere are rising
Tariffs:
Japan and the carry trade:
- Japan's 20-Year Government Bond Yield rises to its highest level since 2008.
- Jeff Park tweeted “Bitcoin is Japan’s game now whether you like it or not” - thoughts?
- FT: Japan seeks tariff reprieve after Donald Trump questions long-standing defence pact
China’s deflation:
Ukraine War talks:
Timestamps:
- 👋 0:00 Intro
- 📉 3:05 What’s behind this brutal market selloff
- 🤔 7:26 Why making a market prediction right now is nearly impossible
- 🇺🇸 13:41 How Trump’s economic moves drive uncertainty
- ⚠️ 19:37 Is the Trump administration intentionally triggering a recession?
- 💰 20:30 The real impact of “austerity” on the economy
- 📉 22:59 What must happen before the market bottoms out
- 🔥 26:52 Where inflation might head next
- 📊 36:21 What the VIX is saying about the market
- 📉 39:00 How markets will react to today’s CPI numbers
- 🚀 43:40 When might Trump push for tax cuts?
- 🏦 49:19 Will ETF buyers create a bitcoin floor?
- 💴 55:12 What a declining Japanese yen reveals about demand for risky assets
- ₿ 1:00:35 Why BTC is the furthest that it has ever been from altcoins
- 🛍️ 1:11:00 What new groups might step in and buy bitcoin?📉
- 🤦♂️ 1:20:25 Whether the Trump administration “fucked up” the economy
Learn more about your ad choices. Visit megaphone.fm/adchoices
873 episodes
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Similar to Unchained
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
Take a seat at the table and learn about the biggest stories in financial markets, the economy and business. Each week our editors and correspondents explore how economics influences the world we live in and share their insights across a range of topics. From inflation and recession risk to all things crypto and even the commercial success of K-pop, we have you covered. Published every Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part ...
…
continue reading
The latest business and finance news from around the world, on the BBC.
…
continue reading
Daily cybersecurity news for practitioners. Vulnerabilities, defenses, threats, network security insight, research and more to make you sound smarter as you get to the office in the morning. New each weekday.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
The Slate Daily feed includes new episodes from more than 30 shows in the Slate Podcast Network. You'll get thought provoking analysis, storytelling, and commentary on everything from news and politics to arts, culture, technology, and entertainment. Discover new shows you never knew you were missing.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
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Go offline with the Player FM app!
Go offline with the Player FM app!
