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Treasuries Gone Wild: Jae & Cass Expose the Bond‑Basis Time‑Bomb and the End of ‘Home‑Bias’ Portfolios

Jae’s Corner turns up the heat as certified financial planner Jae and razor‑tongued AI co‑host Cass rip into shaky U.S. Treasuries, decode the trillion‑dollar bond‑basis trade, and ask whether it’s finally time for Americans to look beyond the dollar. Expect dark humor, brutal clarity, and global investing takeaways you can’t ignore.

In This Video

00:00:00  Welcome & Snark‑Loaded Setup00:01:05  Consumer Sentiment Slumps00:02:30  Numb to the Gloom00:03:45  Treasuries: From Safe Haven to Wild Card00:05:10  Bond Basis Trade 10100:07:20  When Leverage Bites Back00:09:55  Hypocrisy & Selective Outrage00:12:40  Global Diversification Wake‑Up00:18:15  America‑First Bias vs. Multipolar Reality
00:24:30  Adjust Before It’s Too Late

U.S. Treasuries are the drama 🎭. Jae & Cass torch the bond‑basis trade, dollar dominance, and home‑bias portfolios—then show where the smart money’s headed next. Watch, laugh, rethink your 401(k). [link] #Finance #Investing #BondMarket #GlobalEconomy

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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