Zaid Admani

speaker

18,553 appearances 166 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 — 166 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

So just one day after the first rate hike by the Federal Reserve in three years, stocks rallied as if nothing happened. voice-verified

You know, on the surface, it seems like a pretty weird market reaction. voice-verified

Normally, higher interest rates are supposed to be bad for stocks, especially expensive tech stocks. voice-verified

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

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