The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
The Compound and Friends
The Risks Investors Are Watching
Jens highlights persistent oil inflation, fast-moving long-term yields, election uncertainty, and debt-driven changes in global asset allocation.
On episode 259 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jens Nordvig to discuss: rising Treasury yields and the risk of something breaking in the bond market, Scott Bessent’s intervention in the yen and Treasury markets, the massive AI capex and hyperscaler debt boom, whether AI is actually inflationary, oil prices and the Fed, the surprisingly resilient consumer and labor market, America’s growing debt problem, and why Korea could be one of the most interesting macro trades heading into 2027.
This episode is sponsored by Franklin Templeton and Vanguard.
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