How The Bond Market Can ‘Wreck’ Every Other Asset On Earth | Jim Bianco

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization, Bitcoin, and why he is turning bullish on bonds for the first time since 2020. *This video was recorded on September 28, 2026 To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my clips channel: @davidlinreportclips Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JIM BIANCO: Bianco Research: https://www.biancoresearch.com/visito... X (@biancoresearch): https://x.com/biancoresearch Bianco Advisors: https://www.biancoadvisors.com/ YouTube: biancoresearch Linked-In: LinkedIn: james-bianco-117619152 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): TikTok: davidlin_tv Instagram (@davidlin_TV): Instagram: davidlin_tv For business inquiries, reach me at [email protected] DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Bond Yields, Oil & the Fed’s Dilemma 2:21 - Why Bonds May Finally Be Attractive 3:34 - Is the Yield Curve Warning of Recession? 8:15 - Will the Fed Hike Again in October? 11:44 - Iran, Oil & the Effective $200 Oil Price 14:36 - Oil, Inflation & 5% Treasury Yields 20:07 - Why Inflation Could Stay Higher for Years 22:29 - Diesel, Tariffs & the End of Cheap Goods 27:09 - Globalization, Manufacturing & the U.S. Economy 32:38 - Are 5% Bond Yields the New Normal? 34:27 - America’s Debt & Spending Problem 38:03 - Bitcoin, Crypto & Risk Assets 42:10 - Why Bonds Could Pull Money From Stocks #stocks #bonds #investing