
It's Not a Trade War— It's a Yield War. Here's Why That Matters
Apr 10, 2025
The discussion dives into the chaotic market conditions we're witnessing, questioning if the stock market crash was intentional. A misleading tweet triggers an avalanche of misinformation, showing how social media can sway financial reality. Changes in U.S. tariffs create a mixed bag of reactions among investors, while the implications for national debt are profound. Finally, the podcast covers the strategic tug-of-war between the Federal Reserve and the government, highlighting the critical role of rising bond yields in shaping economic outcomes.
AI Snips
Chapters
Transcript
Episode notes
Market Whiplash Anecdote
- Nicole Lapin compares her physical whiplash from a car accident to the financial whiplash investors experienced this week.
- This sets the tone for discussing the recent volatile market movements.
Market Moves from Fake Tweet
- A false tweet about a 90-day tariff pause caused a massive but temporary market rally.
- Media miscommunication illustrates how rumors rapidly drive market swings.
Tariff Pause, Except China
- Trump announced a 90-day tariff pause for most countries except China, which remained heavily tariffed.
- Markets rallied on this news but underlying trade tensions with China persist.