Dollar Down, Yields Up: Is This the End of American Exceptionalism?

Brief Description
In this razor-sharp episode of Jae’s Corner, Jae Oh, CFP® and Fellow at the Alliance for Lifetime Income, joins his AI co-host Cass to break down the baffling paradox of falling dollars and rising bond yields. With markets convulsing and credibility on the line, they unpack global capital flight, fragile fiscal discipline, and why the bond market—not the President—might actually be in charge. Don’t miss the insights Jae delivers beneath the snark.

In This Podcast
00:00:00 Welcome to Jae’s Corner: Snark, Substack, and Soul-Crushing Truth
00:01:15 Why Does Jae Wake Up at 3AM? Because Shanghai Decided Something Stupid
00:02:30 Bond Yields Spike While the Dollar Drops—Market Tantrum or Structural Shift?
00:05:10 Is American Exceptionalism Cracking Under Global Scrutiny?
00:08:00 The Dollar's Decline and the Emerging Question of Capital Flight
00:10:55 Tariff Pause: The President Submits to the Bond Market
00:13:45 When the Yield Curve Becomes the Shadow President
00:16:20 CFOs, Chaos, and Why Strategic Planning Is Now a Gamble
00:19:40 Foreign Firms Rethinking US Investment Amid Legal and Fiscal Uncertainty
00:22:10 JPMorgan Earnings Preview: Confidence Theater Begins