Rational Dissent
Today: #178 in Business on our combined chart.
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Ranking history
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 6 | #178 | #168 |
About the show
Latest episodes
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Episode 011. Three Risks That Matter More Than Terminator AI
October 2, 2026 · 36 minLooking past the sensational headlines, we analyze the measurable risks truly driving markets—from Europe's winter energy vulnerabilities and cracks in distressed corporate credit to the Fed funding pressures behind the Treasury basis…
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Episode 010. Will the Bond Market End Humanity?
September 25, 2026 · 36 minWith the 10-year Treasury yield hitting 16-year highs at 5.20%, is this the return to historical normal—or the start of a market break? Chapters 00:00 - Introduction & Market Overview 03:01 - Analyzing the Week's Bond Market Frenzy 07:09…
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Episode 009. Did the Fed Get it Right?
September 18, 2026 · 34 minKevin Warsh delivered the first hike in a few years as persistent inflation bites, was it the right move? Chapters 00:00 – Introduction & FOMC Rate Hike Overview 02:38 – Rising Bond Yields & Financial Conditions 08:02 – Structural…
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Episode 008. One Commodity Cycle or Many?
September 11, 2026 · 36 minCommodities as an asset class are rarely homogenous. Today, prices are moving together, which either reflects a structural relationship or a set of unrelated drivers arriving at once. Rate Cut Cycle Returns Table: https…
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Episode 007. Are Yields Good Enough To Compete?
September 4, 2026 · 33 minA yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in. Chapters 00:00 - Introduction 01:46 - Determining the "Right" Level for Interest Rates 05:46 - Price-Sensitive vs…
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Episode 006. Can the Treasury Bully the Bond Market?
August 28, 2026 · 33 minIn a regime where financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand? Chapters 00:00 - Introduction and Topic…
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Episode 005. Is Bessent Helping?
August 21, 2026 · 32 minThe Treasury secretary is hoping to lower yields by increasing buybacks but the effectiveness of such tools has diminished in a high inflation era. Chapters 00:00 - Teaser & Introduction 01:09 - The Treasury's Rough Week 03:13 - Opening…
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Episode 004. The State of the Labor Market
August 14, 2026 · 39 minShifting dynamics in the U.S. Labor Market have everyone from the Fed to recent graduates playing on their heels. Chapters 00:00 - Introduction & Labor Market Equilibrium 03:30 - Demographics, Immigration, and Breakeven Rates 13:00 - Data…