Zaid Admani

speaker

17,630 appearances 160 recordings 1 series first heard Oct 2025 last heard yesterday

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 160 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Buffett Steps Down as Berkshire Chairman, Japan Raises Rates (And Why That Matter to You) · 18 Sep 2026 podcast

But I think the market is looking at this rate hike a little differently. voice-verified

The market is treating the Fed hike like medicine. voice-verified

You know, the Fed is basically saying the economy is strong enough to handle these higher rates and get inflation back under control. voice-verified

And the market is buying that argument. voice-verified

I mean, just look at what the 10-year Treasury yield did yesterday. voice-verified

It fell, dropping from 5% on Wednesday to around 4.95% on Thursday. voice-verified

That's a sign. voice-verified

That the bond market thinks the Fed hiking cycle will actually cool inflation long term. voice-verified

You know, the 10-year treasury yield is really two things: it's the interest rates you expect over the next decade, plus insurance against inflation eating your returns. voice-verified

So the fact that bond yields fell is a sign that the bond market thinks that inflation will be lower long term. voice-verified

So I think the falling yields were the main reason for the stock market rally yesterday, especially tech stocks. voice-verified

And look at voice-verified

It probably helps that oil prices are falling too. voice-verified

Brent crude is down to $102 a barrel, which is a slight relief from the $108 a barrel highs from earlier this week. voice-verified

And I think oil prices will be the key thing to watch moving forward. voice-verified

There's still a ton of uncertainty on what could happen with the war. voice-verified

I saw a report from JP Morgan where their oil analysts are basically admitting that the Iran war has gotten so unpredictable that it's becoming incredibly difficult to. voice-verified

Model where oil prices will go from here. voice-verified

So I think that's gonna be the big thing to watch the rest of the year. voice-verified

If oil keeps cooling off, that should take some pressure off inflation, which should take some pressure off bond yields, which is exactly what the stock market wants to see. voice-verified

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