Bizarro World
Bizarro World
The Bizarro World podcast is hosted by newsletter writers Gerardo DelReal and Nick Hodge. Expect to hear Gerardo's ranting and raving onwhatever comes to mind, while Nick Hodge delivers his usual dose ofmarket insights to balance things out. There will also be some smart and not so smart people guest starring on the podcast from time to time.(https://podcasts.apple.com/us/podcast/bizarro-world/id1469250463) (https://podcasts.google.com/feed/aHR0cHM6Ly9wb2RjYXN0LnJzcy5jb20vYml6YXJyb3dvcmxkL2ZlZWQueG1s)(https://open.spotify.com/show/16L1pwSZtpASLcykjcXKsc?si=Yj9yNq2QTyiR9V3Y5z9kLA) (https://www....
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Gold, Bond Vigilantes and Champagne Socialists — Bizarro World 380 02.10.2026 49:35
The free version of Episode 380 of Investing in Bizarro World is now live. The bond vigilantes are back — and they are calling Treasury Secretary Scott Bessent’s bluff. The 30-year Treasury yield has moved above 5.35%, while the 10-year is approaching the critical 5% threshold. A sustained breakout could send yields toward levels last seen around the dot-com bust and global financial crisis. Meanw...
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