
Something Just Broke the Bond Market
Aired Sep 1, 2026 · 31m · Last boosted 19d ago
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Show Notes
In this episode, Nik covers the chaos in global government bond markets, with yields rising from the United States to Japan, Germany, France, and the United Kingdom. He explains what actually drives bond yields, why inflation is structurally higher in 2026 than in the last fifteen years, and why Kevin Warsh told G20 finance leaders that the global savings glut is reversing into an investment surge. Nik walks through how the AI buildout is pulling capital out of treasuries, why NVIDIA chips are becoming bond collateral, and which countries actually have to worry. He closes with a tour of TBL Pulse...
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IMHO Rotating out of government bonds and into investments isn't savings waking up to investment opportunities it's them waking up to the fact that you can't trust the government.






















