Bonds Are Going Haywire Again — Howard Marks Explains Why
Released Thursday, September 24th 2026·32 min
Show notes
About this episode
Ed Elson is joined by Howard Marks to break down what’s happening with the bond market and how investors should act accordingly. Then, Daniel Baer joins to discuss the biggest takeaways from the UN General Assembly so far and where the relationship between the U.S. and Iran stands. Finally, Ed gives his take on an AI data center provider delaying its IPO.
Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Daniel Baer is the former U.S. Ambassador to the Organization for Security and Cooperation in Europe and the Interim President of the Carnegie Endowment for International Peace.
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Ed Elson is joined by Ashley Gold to discuss how Washington may handle the news that Jensen Huang had an affair with an alleged Chinese spy. Then, Robert Armstrong returns to break down the massive volatility in the markets since the election, and also give his take on the scandal at Nvidia. Finally, Ed shares his take on the growing backlash against data centers.
Ashley Gold is Semafor’s senior tech policy reporter. Robert Armstrong is the US financial commentator for the Financial Times, and author of the Unhedged newsletter.
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Scott Galloway and Ed Elson break down what the shift in Congressional power could mean for the markets and the economy. They discuss the market’s back-and-forth reaction to the election, what Democrats can realistically accomplish, why investors should pay attention to the backlash against data centers, and why a clear growth agenda will be critical.
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In this episode of Ed Elson’s newsletter, Simply Put, Ed unpacks why the music is starting to fade in the AI trade.
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Ed Elson is joined by Anthony Scaramucci to unpack the midterm results and what they could mean for the country. They discuss whether Trump will change course on key policies, how markets initially reacted to the results, whether a shakeup at the White House could be coming, and what the election signals about the future of the Republican Party and the MAGA movement.
Anthony Scaramucci is the founder and managing partner of SkyBridge Capital, a global alternative investment firm. He’s authored seven books, including his most recent work, All the Wrong Moves: How Three Catastrophic Decisions Led to the Rise of Trump. He also hosts two podcasts: The Rest is Politics U.S., and Open Book.
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Ed Elson is joined by Catherine Rampell to break down the key takeaways from the midterm results, whether Trump will change course on tariffs and Iran, and what the results mean for the future of the MAGA movement. Then, Alex Bores returns to discuss how backlash against data centers factored into the election and how markets are responding to the results. Finally, Ed shares his take on the Blunami.
Catherine Rampell is an economics editor at The Bulwark, host of the Receipts Podcast, and anchor at MS NOW. Alex Bores is a New York State Assemblymember, author of the RAISE Act, and founder of Who Decides.
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