

War In Gaza: John Bolton on the Ramifications for Israel and Hamas
Oct 20, 2023
John Bolton, Fmr US Ambassador to the UN, discusses the US's failure to monitor the Middle East, while Meera Pandit predicts challenges in the bond market. Greg Valliere emphasizes the self-evident case for US aid to Ukraine and Israel. Alex Brazier declares the end of the 'great moderation,' and Deborah Cunningham believes the Fed's higher-for-longer message.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Threat of Iran: Arming and Financing Militant Groups in the Middle East
02:38 • 12min
Earnings Reports and Importance of Managing Headiness
15:07 • 2min
Political Dysfunction and Aid Distribution
16:51 • 10min
Factors Favoring Equities in the Long Term
26:55 • 5min
Analyzing Investor Behavior and Tipping Point for Longer Yields
31:46 • 2min
Understanding Fixed Income Dynamics and Shifting Mindsets in Bond Markets
34:12 • 3min