Episode 25: Rising Rates: Is the Market Missing the Real Story?

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.