About this episode

The episode discusses the unusual behavior of bond yields in response to the Iran conflict and its implications for investors.

Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment. Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code…

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• bond market behavior
• war-driven inflation
• U.S. Treasuries
• fixed income investing
• post-pandemic rate environment
• financial planning

Keywords

• bond yields
• oil prices
• inflation fears
• U.S. Treasuries
• fixed income
• market analysis
• financial planning

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: ZIM Integrated Shipping Services Ltd., Netflix, Inc., Zions Bancorporation, Newmont Corporation, Edison International, Archer-Daniels-Midland Company, KPP Newsletter, FCC

Products: Chilipad, Plaud AI, Quince, TruDiagnostic

Places: Iran

More episodes of InvestTalk

• India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock? · July 20, 2026 · 45 min
• Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks? · July 16, 2026 · 45 min
• Retail Investors Chase Shiny Objects While Ignoring the S&P 500 · July 15, 2026 · 43 min
• How to Protect Your Portfolio from Inflation's Second Wave · July 14, 2026 · 46 min
• Simple Portfolio Checks Could Save You from Costly Mistakes · July 13, 2026 · 42 min
• Travel Stocks 2026: What the Offseason Boom Tells Us About the Consumer Economy · July 10, 2026 · 40 min

Explore listener stats, chart rankings, contacts and more on the InvestTalk podcast page.