Bonds & Currencies

Yields, the dollar, and the plumbing underneath every other market.

Episode 123: Japan's 3% Bond and the End of Cheap Money
BONDS & CURRENCIES

Japan's 3% Bond and the End of Cheap Money

On Tuesday afternoon in Tokyo, a number appeared on screens that has not been seen since Bill Clinton's first term. Japan's benchmark 10-year government bond yield…

2 SEP · 11 MIN
Episode 122: Warsh, Bessent and Who Sets Interest Rates Now
BONDS & CURRENCIES

Warsh, Bessent and Who Sets Interest Rates Now

Kevin Warsh is about to deliver his first Jackson Hole keynote as Federal Reserve chair on this Friday morning, three months into the job and into the most awkward…

28 AUG · 9 MIN
Episode 119: Why AI Debt Is Showing Up in Mortgage Rates
BONDS & CURRENCIES

Why AI Debt Is Showing Up in Mortgage Rates

What Duration Supply Actually Means A bond represents a loan with predetermined repayment terms. The borrower pays interest over a set period and returns principal…

21 AUG · 7 MIN
Episode 118: What Treasury Buybacks Actually Do
BONDS & CURRENCIES

What Treasury Buybacks Actually Do

On 19 August the US Treasury issued a short press release that quietly cancelled a schedule it had published exactly two weeks earlier. The department said it was…

20 AUG · 9 MIN
Episode 103: The Silent Crisis: Humanity's Biggest Problem Today
BONDS & CURRENCIES

The Silent Crisis: Humanity's Biggest Problem Today

When we talk about global threats, most people think of climate change, geopolitical conflicts, or technological disruptions like artificial intelligence. Few…

13 AUG · 6 MIN
Episode 91: Understanding Fair Value and Fair Value Gaps in the Market
BONDS & CURRENCIES

Understanding Fair Value and Fair Value Gaps in the Market

Every trader wants to know where price is going. But to truly understand market movement, one must first understand where price has been and more importantly where…

2 JUL · 5 MIN
Episode 90: The U.S. Debt Bomb
BONDS & CURRENCIES

The U.S. Debt Bomb

The United States is currently burdened with a record national debt of 36.22 trillion dollars. This figure is staggering not just for its size but for its timing…

28 JUN · 5 MIN
Episode 84: The Big Beautiful Bill and the Breakdown of a Billionaire Alliance
BONDS & CURRENCIES

The Big Beautiful Bill and the Breakdown of a Billionaire Alliance

Not long ago, Elon Musk and Donald Trump were considered allies, if not outright friends. Musk, while never fully political, often engaged with Trump's economic and…

7 JUN · 4 MIN
Episode 80: Rising Bond Yields: Why It Matters
BONDS & CURRENCIES

Rising Bond Yields: Why It Matters

Article Body The 30-year U.S. Treasury yield recently crossed the 5% mark—a level it hasn't touched since October 2023, and before that, not since the pre-crisis…

24 MAY · 5 MIN
Episode 79: The Decline of Europe: Unpacking the Underperforming Continent
BONDS & CURRENCIES

The Decline of Europe: Unpacking the Underperforming Continent

Article Body Europe once stood as a symbol of post-war recovery, unity, and prosperity. It was admired for its quality of life, economic sophistication, and model…

21 MAY · 8 MIN
Episode 76: BRICS and the Shifting Global Order
BONDS & CURRENCIES

BRICS and the Shifting Global Order

The global stage is witnessing a seismic shift, and at the heart of it lies the BRICS bloc—a group of nations challenging the Western-dominated world order that has…

10 MAY · 10 MIN
Episode 74: Swing Trading vs. Day Trading
BONDS & CURRENCIES

Swing Trading vs. Day Trading

The world of trading is as diverse as the markets themselves, with styles ranging from long-term investing to rapid-fire scalping. Two approaches that often spark…

3 MAY · 9 MIN
Episode 68: Order Flow Trading vs. Traditional Technical Analysis
BONDS & CURRENCIES

Order Flow Trading vs. Traditional Technical Analysis

Markets never sleep—they hum with action, a constant clash of buyers and sellers shaping prices in real time. As we navigate the volatile landscape of April 2025…

12 APR · 6 MIN
Episode 64: Treasury Bonds: The Quiet Comeback of a Forgotten Asset
BONDS & CURRENCIES

Treasury Bonds: The Quiet Comeback of a Forgotten Asset

Treasury bonds—once the bedrock of safe investing—have spent years in the shadows, overlooked by a generation chasing stock market highs and crypto thrills. But as…

29 MAR · 6 MIN
Episode 38: The Reality of Trading Technicals
BONDS & CURRENCIES

The Reality of Trading Technicals

When it comes to trading, one of the most hotly debated topics is the use of technical analysis. Charts, patterns, indicators, and oscillators often dominate the…

5 DEC · 6 MIN
Episode 33: The Erosion of Currencies
BONDS & CURRENCIES

The Erosion of Currencies

Over time, the value of fiat currencies - like the U.S. dollar - has been steadily eroded by inflation and excessive money printing. What appears on the surface as…

17 NOV · 6 MIN
Episode 32: Your "All-Weather" Portfolio
BONDS & CURRENCIES

Your "All-Weather" Portfolio

In the world of investing, one principle stands out as fundamental for reducing risk and achieving balanced returns: diversification. This strategy, widely adopted…

13 NOV · 6 MIN
Episode 28: Three Essential Attitudes for Successful Trading
BONDS & CURRENCIES

Three Essential Attitudes for Successful Trading

Trading requires more than technical skill, strategic knowledge, or quick decision-making - it requires a deep commitment to cultivating a mindset suited to the…

31 OCT · 6 MIN
Episode 15: The Rise of the Retail Investor | Elevate
BONDS & CURRENCIES

The Rise of the Retail Investor | Elevate

The financial market has traditionally been the playground of Wall Street titans, seasoned traders, and institutional investors. However, in recent years, a new…

18 JUL · 3 MIN
Episode 8: The Trillion Dollar Risk | Elevate by Vorpp Academy
BONDS & CURRENCIES

The Trillion Dollar Risk | Elevate by Vorpp Academy

Hey everyone, today we're tackling a huge topic in the financial world: "The Trillion Dollar Risk." It's about the current financial challenges facing the United…

3 MAY · 3 MIN