Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger

Host Colin reviews a pullback in markets driven by rising yields and a hot PMI, then discusses Meta's AI glasses, agentic commerce, Broadcom's China exposure, US-China trade talks and Michael Burry's shorts.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.