Global Bond Rout as Subprime Mortgage 2.0?

About this episode

The episode discusses the implications of rising interest rates on bond markets and the potential financial consequences, including the impact of AI and political events.

What's happening to bonds in US and global as interest rates surge to 2007 and 2023 levels precipitating financial crash events? Bond markets way bigger and more important than stock markets. Iran war re-escalation expectations by investors, with more inflation and Federal Reserve expected to start raising interest rates again. Consequences for stocks, especially AI bubble. What's impact of Trump's just preventing all controls on AI negative impacts on jobs, autonomous weapons development, political system legitimacy (and his family's AI investments?). Trump's IRS deal. Cuba next regime change before US elections.

Topics covered

• bond markets
• interest rates
• financial crash
• AI impacts
• political system
• Cuba regime change

Keywords

• bonds
• interest rates
• financial crash
• AI bubble
• Trump
• Cuba
• inflation

Mentioned in this episode

Organizations: Federal Reserve, Iran

Products: AI

Books & works: subprime mortgage 2.0

Places: Cuba

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