Why Bessent Tried To Rescue The Bond Market (And Failed)

Ed Elson is joined by Robert Armstrong to break down what’s been happening in the bond market and what he makes of Scott Bessent’s intervention. Then, Deirdre Bosa joins the show to unpack how OpenAI’s agents went rogue and whether or not it raises larger concerns for the industry. Finally, Ed shares his thoughts on the recent SaaS rally and what he thinks we can learn from it. Robert Armstrong is the US financial commentator for the Financial Times and author of the Unhedged Newsletter. Deirdre Bosa is the founder of DB Live. Timestamps 00:00 - Intro 00:26 - Market Vitals 00:56 - Bessent's Bond Intervention (ft. Robert Armstrong) 16:59 - Ad Break 18:25 - OpenAI & Hugging Face (ft. Deirdre Bosa) 29:59 - Break 30:27 - SaaS-Pocalypse Victory Lap 34:01 - Credits — Subscribe to the Prof G Markets Youtube Channel    / @profgmarkets   Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-... Follow Markets on Instagram:   / profgmarkets   Follow Scott on Instagram:   / profgalloway   Follow Ed on Instagram, X and Substack:   / ed_elson_     / edels0n   https://substack.com/@edwardelson Note: We may earn revenue from some of the links we provide.