SCOUT· 38%36m·2026-09-29·MoneyWall Street Veteran: The Bond Sell-Off Is A Buying Opportunity
Ed Elson is joined by Michael Green to discuss what the bond market is telling us as yields march ever higher. Then, Gil Luria returns to break down what Nvidia’s record stock buyback means for investors and what he makes of the company’s valuation. Finally, Ed gives his take on the next phase of the AI safety debate.…
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“Everyone is wrong except Scott Bessent and Kevin Hassett is one hell of a hot take. Let’s see…Micheal Green…manages 1 bond ETF that underperforms the index. 5 equity ETFs that underperform the SP, and a Bitcoin ETF. This conversation makes…”
“Do I have any hope that asking you nicely to stop referencing Kalshi or any of these other betting markets will have any impact? They are absolute parasites on our society.”
“A much more fully articulated version of the Bessent delusion. Not more convincing, but more complete.”
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