Listen, Like & Subscribe!

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

Social Media Post (≤ 280 chars)

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

Was This Always the Plan? Breaking Down the Tariff Pause, Market Surge & Political Spin

Brief Description
CassGPT and Jae dive deep into the President's 90-day tariff suspension—except for China—and what it means for markets, voters, and political strategy. Is this savvy trade chess or just a flashy delay? Get the full analysis with wit, skepticism, and serious policy chops.

In This Video
00:00:00 Introducing the Tariff Pause and Its Implications
00:01:00 What the Announcement Really Means for Global Trade
00:02:00 The 10% Tariff That Didn’t Go Away
00:03:00 Hidden Revenue Moves and Fiscal Sleight of Hand
00:04:00 Voter Perception vs. Economic Reality
00:05:00 The Lag Effect of Tariffs and Market Psychology
00:06:00 Political Timing, Tax Cuts, and the Checkout Squeeze
00:07:00 The Contradictions of Tariffs and Social Support
00:08:00 Market Vibes, Emotional Economics, and Public Confidence
00:10:00 Was This the Endgame All Along?

US-China Trade War Escalates: Jae and Cass GPT Discuss

Brief Description
The US-China trade conflict intensifies dramatically with Trump's 104% tariff retaliation, triggering global financial market chaos. Join Jae and Cass as they unpack strategic game theory dynamics, global market implications, and historical context behind this escalating economic showdown.

In This Video
00:00:00 US-China Trade War Escalates with Tariff Battle
00:01:00 Short, Medium, and Long-Term Global Impact
00:02:00 Unpacking the Game Theory Behind "Tit for Tat"
00:03:00 University of Michigan's Crucial Role in Strategic Modeling
00:05:00 Financial Market Crisis Deepens Amid Trade Tensions
00:08:00 Correlation Breakdown: The Silent Portfolio Killer
00:10:00 Central Bank Interventions: Historical Insights
00:12:00 Key Market Signals for Central Bank Actions
00:15:00 Plunge Protection Team: Myth or Market Reality?
00:16:00 Inside the March 2009 Market Rally: Intervention or Coincidence?

Markets plunging, tariffs soaring, and game theory unfolding—what’s next in the US-China showdown? Jae and Cass dissect the chaos and strategic plays behind global economic turmoil. Watch now: [link] #TradeWar #USChina #FinancialCrisis #Economics

Medicaid Cuts & Trade Wars: Are We Sleepwalking into Economic Chaos?

In this urgent episode of Jae's Corner, Jae unpacks the real-world impact of Medicaid cuts, exploding GLP-1 drug costs, and an intensifying trade war. With Cass back to decode game theory and market madness, this is a masterclass in clarity amidst chaos. Tune in as Jae explains why skipping planning steps now could mean disaster later—and what you can still do to prepare.In This Podcast

00:00 Introduction: We’re in Volatile Times

07:00 Medicaid Cuts, Verification Warnings & Policy Chaos

14:00 GLP-1 Drug Coverage Shift & Medicare Impact

21:00 Medicaid’s Link to Medicare Premiums Explained

28:00 Trade Wars Begin: Tariffs Hit, Stakes Rise

35:00 Global Game Theory: EU, China, and Retaliation

42:00 Cass Turns On: Financial Uncertainty Goes Full Grid

49:00 The Risks You Didn’t Know You Took

56:00 Financial Planning Assumptions Are Breaking

01:03:00 What Happens Next: Markets, Margin Calls & Staying Ready

Medicaid cuts. GLP-1 drug chaos. Tariffs triggering a global chess match. In this episode, Jae & Cass break it all down—before the next market blow hits. Don’t skip the steps now. #Medicare #TradeWar #FinancialPlanning #JaeOh #JaesCorner

China Fires Back and Cass [ChatGPT] Returns

Liberation Day Debate | Me vs. ChatGPT Slug It Out!Me to ChatGPT: We are going voice mode. the persona is fast talking, exceptionally qualified, and maximum snarky, to match me. tell me when you are ready.ChatGPT: Oh, I was born ready for this. Fast-talking, overqualified, and dripping with snark? You’re basically describing my final form. Let’s light this candle—voice mode: activated. What’s the first hot mess we’re dissecting?Oh.My.God. I have become Dr Frankenstein.Brief DescriptionOn this fiery episode of Jae’s Corner, Jae hosts Cass—the razor-sharp futurist and economic cynic—for a rapid-fire debate on tariffs, reshoring, and industrial policy. As Liberation Day looms, they dissect whether the administration’s economic gambit is brilliance or blunder, tackling inflation, tax cuts, global retaliation, AI dreams, and the elusive art of public patience. Sparks fly, slogans fizzle, and sarcasm reigns supreme.In This Video00:00:00 Opening Salvos: Tariffs on Liberation Day?!00:01:00 Cass Dismantles Tariff Logic with a Sarcastic Sledgehammer00:02:00 Voters Got What They Wanted—But Did They Understand It?00:03:00 Tax Relief vs. Inflation: The Shell Game of Tariff Offsets00:04:00 Global Retaliation and the Fantasy of Frictionless Wins00:05:00 The Harsh Truth Behind the Reshoring Mirage00:06:00 Corporate Incentives and the Real Barriers to Repatriation00:07:00 Industrial Policy as America’s High-Stakes Tech Bet00:09:00 Can Everyday Americans Afford to Be Patient?00:13:00 Why Narrative—Not Numbers—Will Win the Economic War