Latest / The Bear Market Podcast with Fexingo: Surviving Downturns, Buying the Dip, and Long-Term Resilience
Jeffrey Gundlach Says the Fed Pivot Is Already Priced In
On this episode of The Bear Market Podcast, Lucas and Luna dive into DoubleLine CEO Jeffrey Gundlach's latest warning: that markets have already priced in a more hawkish Fed under Kevin Warsh, and that the easy-money era is over. With the VIX at 16.78 and the yield curve still inverted, they ask whether investors are complacent. Lucas breaks down Gundlach's exact argument from his June 17 CNBC appearance, the 10-year yield at 4.49%, and what it means for bonds and stocks. Luna pushes back on whether the bond market is smarter than the stock market. A focused, data-driven…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.