Breaking Bad Advice

Inflation, runaway deficits, and a global retreat from the dollar—are these really what's driving interest rates higher? This week on Breaking Bad Advice, Joel and Isaac challenge the prevailing narratives and uncover some overlooked forces behind the bond market's recent moves. From geopolitical tensions to the AI boom, they explore what's really pushing rates higher—and why the next major move could catch investors by surprise.

If you're only watching the headlines, you're missing the whole story. Isaac and Joel connect the dots between interest rates, inflation, oil, the Federal Reserve, and the surprising shifts happening beneath the surface of today's markets. Some of the biggest signals are the ones nobody's talking about. Tune in before the market writes the next chapter. 

In this episode of Breaking Bad Advice, Joel and Isaac unpack how rising geopolitical tensions with Iran are moving oil markets—and what that could mean for inflation. While higher energy prices often raise inflation concerns, the underlying drivers this time may not be so straightforward.

Joel and Isaac explore how this environment is influencing precious metals and interest rates, and compare today’s backdrop to both the 1970s and the post-COVID inflation surge.

The bigger question: are markets interpreting these signals correctly—or missing something lurking beneath the surface?

On this episode, Joel and Isaac unpack the latest on tariffs, consumer price inflation, interest rates, and the labor market—where the headlines say one thing, but the underlying data says another. From fuzzy CPI math to questionable job numbers and bond market warning signs, the picture isn’t as “solid” as it seems.
Add in rising delinquencies and the Buy-Now-Pay-Later boom, and it’s clear: the cracks are forming.

On this episode of Breaking Bad Advice, Joel and Isaac go full “tariff-ic” as they unpack the latest trade moves, market jitters, and the real (or imagined?) path to growth. Is inflation the destination, or is the U.S. heading straight into a deflation detour? They question President Trump’s endgame, point out the cracks that may be turning into canyons, and ask: is Wall Street sleepwalking into a storm without an umbrella? 

The Fed Man has finally Cutteth! Historically, the markets love a good rate cut, at first.. 
Join Joel and Isaac as they take a dive into the latest rate cut. What’s in store for stocks, bonds, and the economy? Can we really achieve that elusive “soft landing,” or are we destined for a crash landing? And with the upcoming election looming, will it throw a wrench in the Federal Reserve's well thought out plans? 

Recent market volatility has a lot of people concerned and pundits scratching their heads looking for an explanation. In this episode Joel and Isaac work through some of the prominent narratives surrounding the recent stock market selloffs all around the globe while trying to sift fact from fiction. They discuss deteriorating economic data here at home and the recent surge in conversations about the so-called “Yen carry trade”. Interested in how Godzilla can affect US stocks? Tune in to find out!

In this episode of Breaking Bad Advice, Isaac and Joel dive into the messy reality behind the US economy's numbers. Despite upbeat headlines and the stock market continuing up to all-time highs, GDP is consistently getting revised downward, payroll numbers are in a perpetual slump, and every month brings more downward revisions. We unravel the story behind these stats, exposing the real struggles many Americans face. Is the US economy as rosy as the data suggests or is there more to the story? 

Sustainability is all the rage these days. Sustainable agriculture, sustainable energy, sustainable clothing… but what about sustainable stock prices? On this episode of Breaking Bad Advice, Isaac and Joel delve into the sustainability of today’s stock indices, specifically dealing with the S&P 500. With much of the market over the last year driven by the Magnificent 7, are narratives enough to sustainably push the S&P 500 higher from here? Tune in as they discuss fundamental drivers for future economic growth and whether that even matters anymore.

Once again, the financial headlines seem to be dominated by prophecies of the immediate and tragic demise of the US Dollar. Are the rumors true? Is King Dollar dead? While we certainly wouldn’t be in the camp that shouts “Long Live The King!”, we do think its death has been greatly exaggerated. In this episode, Isaac and Joel unwind the various narratives suggesting the dollar will go the way of Kodak and explain why certain economic realities present a different picture.