Zaid

We talk about how the bond market is acting as the fourth branch of government, why gold prices keep going higher, why the Japanese bond market is freaking out, and why that matters.

It was a wide-ranging conversation, and I think you guys will really enjoy it.

All right, let's get into it.

All right, Kyla, welcome back to The Rundown.

Really happy to have you back on today.

I feel like every time you come on, there's always something big happening.

Yeah, you as well.

Well, obviously, I want to talk about this piece.

I want to dive right into it.

You wrote an awesome article on your Substack.

Long, detailed, highly recommend everyone checking it out.

It's called The Great Entertainment.

And the premise of the piece is that you talk about how...

It feels like the world is being run like a reality TV show, right?

That's like the premise of your piece.

So I'm just going to kind of turn it over to you.

How did you come up with this?

And can you kind of dive into like, what do you mean by the world is being run like a reality TV show?

So I want to touch on a follow up on a couple of things that you mentioned.

There's a great moderation.