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The markets are a bloodbath.
If you’re feeling lost in the markets right now, you’re not alone. Stocks are getting crushed, bonds are sliding, and crypto isn’t escaping the carnage. The question is: why is everything selling off—and where does it go from here?
One thing is clear: the next market move is extremely hard to predict. Between Trump’s economic policies, inflation worries, and DOGE’s cuts, there’s a storm of conflicting signals.
So, is this pain temporary? Or are we looking at a long trend downward?
Sponsors:
Hosts:
- James Seyffart, Research Analyst at Bloomberg Intelligence
- Alex Kruger, Founder of Asgard
- Ram Ahluwalia, CFA, CEO and Founder of Lumida
Guest:
- Travis Kling, CIO of Ikigai Asset Management
Links
Recession?
Inflation
DXY
Powell’s comments:
- CNN: Fed Chair Powell says he’s not worried about the economy amid Trump’s tariff chaos
- FT: Federal Reserve chief Jay Powell plays down growth worries after jobs report disappoints
Bonds:
- Bloomberg: The Bond Market’s Trump Trade Is Looking Like a Recession Trade
- CNBC: 10-year Treasury yield rises after weaker-than-expected jobs growth
- Bond yields in Europe and elsewhere are rising
Tariffs:
Japan and the carry trade:
- Japan’s 20-Year Government Bond Yield rises to its highest level since 2008.
- Jeff Park tweeted “Bitcoin is Japan’s game now whether you like it or not” – thoughts?
- FT: Japan seeks tariff reprieve after Donald Trump questions long-standing defence pact
China’s deflation:
Ukraine War talks:
