Treasuries rallied harder on Thursday than at any time since Silicon Valley Bank collapsed in 2023, the 10-year closing below 5% for the first time in nearly a month. Turney Duff, former Wall Street trader and author of The Buy Side, is unmoved: nothing broke, capital just got more expensive, and he is 100% long. Paisley Nardini, Head of Investment Strategy at Tema ETFs, argues a risk premium on hyperscaler debt is the healthy outcome. Plus Yahoo Finance Senior Autos Reporter Pras Subramanian on Apple owning the racetrack, and Musk’s $1 billion for Skydance.
Timestamps
0:00 A season finale, and a bond market that finally moved
1:39 Four possible catalysts, none of them mutually exclusive
3:02 Why bonds suddenly look good next to equities
4:39 De-risking, and a near-term ceiling in rates
6:18 A risk premium on AI debt is the healthy outcome
8:26 Nothing broke, 5% is not high, and this is 1998
9:31 Can Anthropic and OpenAI ever pay for the compute
10:46 The winners may not be on anyone’s radar yet
12:19 The iPhone Duo arrives, and who actually wants one
15:34 Waiting for Apple to ship the agent that helps
17:24 Who you trust with the data on your phone
18:45 Why Apple has not made the AI move
19:50 Apple doesn’t have a horse in the race. It owns the racetrack
21:12 Musk puts $1 billion into Skydance
24:19 A Tesla and SpaceX merger before 2028
26:03 $7 million against $9 billion in entertainment
30:24 Why the grifter story captured everyone
35:25 Screen testing the next James Bond
38:28 Apollo calls its Yankees stake AI-resilient leisure
42:54 The Lakers deal and private capital’s image problem
46:24 American sports are socialism
47:28 Sports gambling and the regulation coming for it
50:05 Gen Z, group bills, and an interest-free loan to your friends
56:26 Season finale sign-off
#AITrade #Treasuries #Apple #MarketHang #YahooFinance
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