Zaid Admani

speaker

18,096 appearances 163 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 — 163 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Novo’s Post-Ozempic Plan, Paramount Gets Closer to Warner Bros Merger · 21 Sep 2026 podcast

And you know, for the most part, the stock market kind of shrugged it off. voice-verified

And that's because the stock market seems to be taking cues from the bond market right now. voice-verified

The bond market seems to be running the show. voice-verified

Lately, the days where bond yields go up, stocks go down, and the days where yields go down, stocks go up, like we saw last Thursday. voice-verified

And you know, that makes sense, right? voice-verified

Higher yields means higher. voice-verified

Higher borrowing costs for companies and consumers, which can slow economic growth. voice-verified

On top of that, when you can earn close to 5% on US treasuries, bonds suddenly look a lot more attractive for investors compared to taking risk in the stock market. voice-verified

But the big question now is what happens to yields from here and why are yields up in the first place? voice-verified

There's actually two explanations on why yields could be rising: there's the optimistic explanation, and then there's the bearish. voice-verified

Just for some context, the 10-year treasury yield started the year around 4.17%, and now it's hovering right around 5%. voice-verified

The optimistic explanation for why that happened is that the economy is just really strong right now. voice-verified

The Atlanta Fed is tracking economic growth at 5.1% for Q3. voice-verified

On top of that, SP 500 earnings are expected to grow nearly 29% in Q3, and unemployment is still sitting around. voice-verified

4.1%. voice-verified

So maybe rates are higher simply because the economy can handle them. voice-verified

So that's the optimistic take on what's happening with the bond market. voice-verified

The bearish explanation is that investors are demanding more yield on bonds because they're worried about inflation and government debt and geopolitics and the credibility of US policy. voice-verified

Right now, the market is leaning towards the optimistic explanation, which is why stocks are still hovering near all time highs. voice-verified

I think the wild voice-verified

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