Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 28–Oct 4
PodcastThe David Lin ReportSeptember 29, 2026

Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years

Jim Bianco explains why he is turning bullish on bonds at 5.2% 10-year yields, linking the Fed's likely October hike, oil prices from the Iran conflict, inflation expectations, and the midterm politics.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

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.