In Episode 7 of The Weekly Rebalance, Ethan Dunbar and Nicholas Cargill explore two big themes shaping portfolios and households alike. They begin with a deep dive into international markets — discussing why global equities are finally showing signs of outperformance versus U.S. stocks, the historical context behind it, and the behavioral biases that keep investors anchored to domestic markets.

Then they pivot to the bond world and housing, unpacking how falling yields and shifting interest rate expectations are rippling through mortgage rates, refinancing activity, and home inventories. From diversification strategy to the new wave of homebuilding, this episode connects the dots between market dynamics and real-world financial decisions.