Ep. 8 — House And Fire Insurance

Tech and AI ripped while gold and silver screamed higher. The market bought risk and bought protection at the same time — like closing on the house and the fire insurance in one afternoon. We unpack the two clocks driving that split and who gets squeezed next.

Today's stories:

• The Tape: Cuts chatter boosts AI, metals surge, oil sinks — two clocks, one market.
• The Footnotes: Ceasefire whispers, SEC loosens retail trading limits, BlackRock inflows vs. bearish fund managers.
• The Nerd Corner: Why prediction markets could be a trillion‑dollar truth machine — and the observer effect risk.
• The Calls: Three bond paths, one NVDA downside bet.

The Calls:

• Tom: 10-year back above 4.35% by Friday and Nvidia closes down 5%+ from here.
• Ray: 10-year tags 4.15% by Friday on a "peace dividend" squeeze.
• Alex: 10-year settles 4.22%–4.28% by Friday — ceasefire meets sticky services.

New episode every weekday before US market open.
Find us on threeclowns.co | YouTube | TikTok | X

Produced using AI-generated voices.