Breaking Down Warning Signals from the Bond Market — ft. William Cohan
from Prof G Markets
by Vox Media Podcast Network
Published: Thu Apr 17 2025
Show Notes
Votefor Prof G Markets at the Webby Awards
Scott and Ed discuss how the markets reacted to Trump’s tariff exemption on smartphones and computers, the dollar falling to a three-year low, and first quarter bank earnings. Then William Cohan, New York Times bestselling author and founding partner of Puck, joins the show to unpack the latest developments in the bond market. He explores the potential fallout of a credit crisis, weighs in on whether Japan and China are wielding the bond market as a geopolitical weapon, and offers his take on where the next wave of damage from the tariffs is likely to surface.
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