The Bag Brigade Podcast

CHUCK with Co-Host TooWokeToGoBroke and regular returning guest Gammanomics coming hot for another episode of The Bag Brigade Podcast.Forget stocks — the real drama is unfolding in the bond market, and it’s not your average yield wiggle. In this episode, we break down why Jamie Dimon’s “kurfluffle” warning might be Wall Street code for “brace yourselves.” From repo market stress to hedge funds panic-unwinding the basis trade, the U.S. Treasury market is flashing red.We cover: • The 10Y yield’s vertical leap and why it matters • How Fed QT is drying up liquidity faster than your ex’s texts • What Trump actually meant when he said the bond market looked “queasy” • Why the Fed might quietly reboot QE behind the scenes (SVB-style) • How all this could flip risk assets on their head (yes, even your favorite growth stocks)This isn’t just macro noise — it’s the fuse. So buckle up, hit play, and let’s decode the chaos.

In this episode, I’m joined by my co-host, TooWokeToGoBroke, Cheeseburger, and my first-ever guest, J-Prez, aka El Presidente. We’ll be talking about a bunch of different topics, including: - The stock market: We’ll give you a quick rundown of what’s been happening lately. - The Federal Reserve rate cuts: We’ll explain how they might affect the economy and the markets. - The recession: We’ll talk about the signs that it might be happening and what it could mean. - Trump’s assassination attempts: We’ll catch you up on the latest news and what it might mean. - Pager bombs: We’ll give you a quick overview of what’s been going on and why it’s important. - The Japanese YEN carry trade: We’ll explain how it’s affecting global markets. - The upcoming MLB Playoffs: We’ll give you a sneak peek at what’s coming up and who we think will win. - Trump vs. Kamala: We’ll talk about the key issues and what we think will happen in the election. Bag Brigade Discord: https://t.co/Aar10l9jxZ J-Prez Socials: IG: @jaym_r Twitter (X): https://x.com/JR4Pres