Why Bessent Tried To Rescue The Bond Market (And Failed)
About this episode
The episode discusses the bond market, Scott Bessent's intervention, OpenAI's rogue agents, and insights on the recent SaaS rally.
Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it. Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
People in this episode
Host: Ed Elson
Guests: Robert Armstrong, Deirdre Bosa
Topics covered
- bond market
- Scott Bessent
- OpenAI
- SaaS rally
- financial commentary
Keywords
- bond market
- Scott Bessent
- OpenAI
- SaaS rally
- financial commentary
- Robert Armstrong
- Deirdre Bosa
Mentioned in this episode
Organizations: Financial Times, DB Live
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