# Bond Market on The No Agenda Show

Bond Market comes up in 22 chapters across 22 episodes of The No Agenda Show, from November 2008 to October 2026.

- **Chapters:** 22
- **Episodes:** 22
- **Discussed:** November 2008 – October 2026
- **Related topics:** [Interest Rates](https://search.noagendashow.net/topic/interest-rates.md), [Federal Reserve](https://search.noagendashow.net/topic/federal-reserve.md), [Gold](https://search.noagendashow.net/topic/gold.md), [Goldman Sachs](https://search.noagendashow.net/topic/goldman-sachs.md), [Greece](https://search.noagendashow.net/topic/greece.md), [Janet Yellen](https://search.noagendashow.net/topic/janet-yellen.md), [Max Keiser](https://search.noagendashow.net/topic/max-keiser.md), [Peter Schiff](https://search.noagendashow.net/topic/peter-schiff.md), [1857](https://search.noagendashow.net/topic/1857.md), [2017](https://search.noagendashow.net/topic/2017.md)

## Chapters 1–20 of 22

### Digital Euro and Potential European Bond Market Collapse

- **Episode:** [1913: Meat Muck](https://search.noagendashow.net/episode/1913-meat-muck.md)
- **Published:** 2026-10-18
- **Time:** 39:37–43:06
- **Transcript:** https://search.noagendashow.net/episode/1913-meat-muck/chapter/digital-euro-and-potential-european-bond-market-collapse.md

The hosts discuss a theory by analyst Tom Luongo suggesting that the European Union may be intentionally bankrupted to facilitate a "reboot" using the Digital Euro. As borrowing costs rise in Spain, Italy, and Germany, the risk of a systemic bond market crisis increases. The discussion highlights the tension between the European Central Bank's goals and the national interests of individual member states.

Keywords: [digital euro](https://search.noagendashow.net/topic/digital-euro.md), [central bank digital currency](https://search.noagendashow.net/topic/central-bank-digital-currency.md), [tom luongo](https://search.noagendashow.net/topic/tom-luongo.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [ecb](https://search.noagendashow.net/topic/ecb.md)

### Investment Psychology and Corporate Earnings Call Tactics

- **Episode:** [1908: Chivatican](https://search.noagendashow.net/episode/1908-chivatican.md)
- **Published:** 2026-10-01
- **Time:** 30:46–35:47
- **Transcript:** https://search.noagendashow.net/episode/1908-chivatican/chapter/investment-psychology-and-corporate-earnings-call-tactics.md

Andrew Horowitz explains that behavioral finance and market psychology are more critical to investing than reacting to static economic reports. He shares an anecdote about a horse in Costa Rica to illustrate the importance of staying invested during market volatility. The hosts also discuss how CEOs monitor stock prices in real-time during earnings calls to adjust their commentary and manipulate analyst perceptions.

Keywords: behavioral finance, corporate earnings, market psychology, [bond market](https://search.noagendashow.net/topic/bond-market.md), [ron bloom](https://search.noagendashow.net/topic/ron-bloom.md)

### Treasury Twist, Janet Yellen Precedent

- **Episode:** [1897: Caconian](https://search.noagendashow.net/episode/1897-caconian.md)
- **Published:** 2026-08-23
- **Time:** 1:15:32–1:19:09
- **Transcript:** https://search.noagendashow.net/episode/1897-caconian/chapter/treasury-twist-janet-yellen-precedent.md

The hosts compare Bessent's current strategy to the "Treasury Twist" previously utilized by Janet Yellen. While Bessent and other advisors once criticized Yellen for being "opportunistic" with bond auctions, they are now employing similar tactics on a larger scale. Bessent claims to have "asymmetric information" that justifies these interventions to stabilize the market.

Keywords: treasury twist, [janet yellen](https://search.noagendashow.net/topic/janet-yellen.md), [kevin warsh](https://search.noagendashow.net/topic/kevin-warsh.md), asymmetric information, [bond market](https://search.noagendashow.net/topic/bond-market.md)

### AI Companies Tapping Bond Markets Amid Cash Depletion

- **Episode:** [1879: Grace and Assurance](https://search.noagendashow.net/episode/1879-grace-and-assurance.md)
- **Published:** 2026-06-21
- **Time:** 1:43:25–1:45:47
- **Transcript:** https://search.noagendashow.net/episode/1879-grace-and-assurance/chapter/ai-companies-tapping-bond-markets-amid-cash-depletion.md

Major tech companies including Nvidia, Oracle, and Meta are increasingly turning to the bond market to fund a projected $750 billion AI infrastructure buildout. Goldman Sachs reports that free cash flow in the tech sector is at its lowest level since the dot-com era due to massive capital expenditures. This shift toward debt financing suggests that even the "giants" of tech are becoming more sensitive to interest rates and federal policy.

Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), [oracle](https://search.noagendashow.net/topic/oracle.md), [meta](https://search.noagendashow.net/topic/meta.md), [openai](https://search.noagendashow.net/topic/openai.md), [goldman sachs](https://search.noagendashow.net/topic/goldman-sachs.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), ai buildout

### European Economic Collapse and Italian Debt Crisis

- **Episode:** [1648: Red Book Special](https://search.noagendashow.net/episode/1648-red-book-special.md)
- **Published:** 2024-04-04
- **Time:** 24:34–26:14
- **Transcript:** https://search.noagendashow.net/episode/1648-red-book-special/chapter/european-economic-collapse-and-italian-debt-crisis.md

A specific prediction is made for November 11, 2011 (11/11/11), as the date for a total European economic collapse. The hosts analyze the failure of debt forgiveness plans and the rising borrowing costs for Italy, suggesting that the German Bundestag's requirement for parliamentary votes on rescue funds will trigger the crisis.

Keywords: [euro](https://search.noagendashow.net/topic/euro.md), [italy](https://search.noagendashow.net/topic/italy.md), [germany](https://search.noagendashow.net/topic/germany.md), [bundestag](https://search.noagendashow.net/topic/bundestag.md), [debt forgiveness](https://search.noagendashow.net/topic/debt-forgiveness.md), [bond market](https://search.noagendashow.net/topic/bond-market.md)

### UK Bond Market Crisis, Liz Truss Economy

- **Episode:** [1494: Radiation Tsunami](https://search.noagendashow.net/episode/1494-radiation-tsunami.md)
- **Published:** 2022-10-13
- **Time:** 2:17:24–2:22:56
- **Transcript:** https://search.noagendashow.net/episode/1494-radiation-tsunami/chapter/uk-bond-market-crisis-liz-truss-economy.md

The UK economy is facing a significant crisis as the bond market nears a crash, forcing the Bank of England to intervene to save pension funds. While Prime Minister Liz Truss's tax cut proposals were blamed for the initial volatility, analysts suggest the underlying issues in the "gilt" market have been building for months. The situation has led to margin calls on highly leveraged collateralized obligations.

Keywords: [liz truss](https://search.noagendashow.net/topic/liz-truss.md), [bank of england](https://search.noagendashow.net/topic/bank-of-england.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [pension funds](https://search.noagendashow.net/topic/pension-funds.md), gilts

### Peter Schiff on Bond Bear Markets and 70s Trends

- **Episode:** [1441: Yak Facts](https://search.noagendashow.net/episode/1441-yak-facts.md)
- **Published:** 2022-04-10
- **Time:** 1:52:03–1:57:11
- **Transcript:** https://search.noagendashow.net/episode/1441-yak-facts/chapter/peter-schiff-on-bond-bear-markets-and-70s-trends.md

Economist Peter Schiff warns that the U.S. has entered a major secular bear market in bonds, which will have massive implications for stocks and real estate. He draws parallels to the 1970s, predicting that commodities and gold will outperform other investments. The discussion also touches on the return of 70s cultural trends like macramé and compares the "absurdity" of Pet Rocks to modern NFTs.

Keywords: [peter schiff](https://search.noagendashow.net/topic/peter-schiff.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [gold](https://search.noagendashow.net/topic/gold.md), [nfts](https://search.noagendashow.net/topic/nfts.md), [bts](https://search.noagendashow.net/topic/bts.md)

### Global Financial Reset and US Manufacturing Growth

- **Episode:** [1220: Sloganeer](https://search.noagendashow.net/episode/1220-sloganeer.md)
- **Published:** 2020-03-01
- **Time:** 35:44–38:47
- **Transcript:** https://search.noagendashow.net/episode/1220-sloganeer/chapter/global-financial-reset-and-us-manufacturing-growth.md

A potential global financial reset involving gold repricing is discussed in the context of market volatility. The hosts contrast this with positive domestic economic news, citing Micron's expansion of semiconductor fabrication plants in the U.S. following the Trump tax cuts. They question if the current crisis will finally trigger the long-predicted bond market collapse.

Keywords: [max keiser](https://search.noagendashow.net/topic/max-keiser.md), [gold](https://search.noagendashow.net/topic/gold.md), [micron](https://search.noagendashow.net/topic/micron.md), [trump tax cuts](https://search.noagendashow.net/topic/trump-tax-cuts.md), [bond market](https://search.noagendashow.net/topic/bond-market.md)

### Salinas Bankruptcy Fears, Global Bond Sell-off, Public Sector Salaries

- **Episode:** [968: In the Saddle](https://search.noagendashow.net/episode/968-in-the-saddle.md)
- **Published:** 2017-09-28
- **Time:** 2:27:42–2:30:54
- **Transcript:** https://search.noagendashow.net/episode/968-in-the-saddle/chapter/salinas-bankruptcy-fears-global-bond-sell-off-public-sector-salaries.md

The city of Salinas, California, is facing potential bankruptcy as leaders struggle with sustainability and rising costs. This local crisis coincides with a global bond market sell-off triggered by uncertainty over U.S. tax reform. Critics point to exorbitant salaries for police and fire chiefs — sometimes exceeding $450,000 — as a primary driver of municipal financial failures in the Bay Area and beyond.

Keywords: salinas, [bankruptcy](https://search.noagendashow.net/topic/bankruptcy.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), police salaries, monterey county

### Alan Greenspan, Global Bond Market Collapse Warning

- **Episode:** [954: Rasiss](https://search.noagendashow.net/episode/954-rasiss.md)
- **Published:** 2017-08-11
- **Time:** 2:28:50–2:33:48
- **Transcript:** https://search.noagendashow.net/episode/954-rasiss/chapter/alan-greenspan-global-bond-market-collapse-warning.md

Former Federal Reserve Chairman Alan Greenspan warns that abnormally low interest rates are unsustainable and that a rapid correction is inevitable. He compares the current economic climate to the market crashes of 1857 and 1937. The hosts predict a significant market downturn before 2018, potentially leading to widespread social unrest and "riots in the street."

Keywords: [alan greenspan](https://search.noagendashow.net/topic/alan-greenspan.md), [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [economic crash](https://search.noagendashow.net/topic/economic-crash.md), [1857](https://search.noagendashow.net/topic/1857.md)

### US Virgin Islands, Bond Market Implosion

- **Episode:** [952: iChip®](https://search.noagendashow.net/episode/952-ichip.md)
- **Published:** 2017-08-03
- **Time:** 1:44:30–1:46:53
- **Transcript:** https://search.noagendashow.net/episode/952-ichip/chapter/us-virgin-islands-bond-market-implosion.md

The US Virgin Islands, specifically St. Croix, are facing a financial crisis as the bond market closes to them, preventing further borrowing. This follows the fiscal collapse of Puerto Rico and has led to increased taxes on consumer goods like cigarettes and soda. The hosts discuss whether this is a localized issue or a broader signal of instability in the municipal bond market.

Keywords: st. croix, [virgin islands](https://search.noagendashow.net/topic/virgin-islands.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [puerto rico](https://search.noagendashow.net/topic/puerto-rico.md), [taxes](https://search.noagendashow.net/topic/taxes.md), dow 22000

### Janet Yellen and Federal Reserve Bond Dumping

- **Episode:** [946: High Falutin](https://search.noagendashow.net/episode/946-high-falutin.md)
- **Published:** 2017-07-13
- **Time:** 2:41:16–2:44:15
- **Transcript:** https://search.noagendashow.net/episode/946-high-falutin/chapter/janet-yellen-and-federal-reserve-bond-dumping.md

Federal Reserve Chair Janet Yellen indicates that the Fed may begin unloading its massive bond holdings later this year. This move is seen as a potential trigger for a bond market collapse, which some analysts predict could occur by late 2017 or early 2018. The hosts provide a "non-stock advice" tip regarding Snap Inc. (SNAP) falling below its IPO price.

Keywords: [janet yellen](https://search.noagendashow.net/topic/janet-yellen.md), [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), [bonds](https://search.noagendashow.net/topic/bonds.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [stock market](https://search.noagendashow.net/topic/stock-market.md)

### Steve Bannon, Breitbart, Seinfeld Royalties

- **Episode:** [881: Ant Wars](https://search.noagendashow.net/episode/881-ant-wars.md)
- **Published:** 2016-11-27
- **Time:** 30:24–34:13
- **Transcript:** https://search.noagendashow.net/episode/881-ant-wars/chapter/steve-bannon-breitbart-seinfeld-royalties.md

The hosts analyze Steve Bannon's role in the Trump administration, noting his background at Goldman Sachs and his investment in the television show Seinfeld. They argue that Bannon is an economic strategist rather than an alt-right propagandist and mention that the New York Times admitted there is no hard evidence of him making anti-Semitic statements.

Keywords: [steve bannon](https://search.noagendashow.net/topic/steve-bannon.md), [breitbart](https://search.noagendashow.net/topic/breitbart.md), [goldman sachs](https://search.noagendashow.net/topic/goldman-sachs.md), [seinfeld](https://search.noagendashow.net/topic/seinfeld.md), [anti-semitism](https://search.noagendashow.net/topic/anti-semitism.md), [bond market](https://search.noagendashow.net/topic/bond-market.md)

### GASB Pension Accounting and 2017 Bond Market Collapse

- **Episode:** [872: Kinetic Kill](https://search.noagendashow.net/episode/872-kinetic-kill.md)
- **Published:** 2016-10-27
- **Time:** 2:26:32–2:32:51
- **Transcript:** https://search.noagendashow.net/episode/872-kinetic-kill/chapter/gasb-pension-accounting-and-2017-bond-market-collapse.md

John C. Dvorak warns of an upcoming collapse in the municipal bond market triggered by new Government Accounting Standards Board (GASB) rules. These statements (68-74) require cities to list unfunded pension liabilities on their primary balance sheets, which will reveal that many California cities are effectively broke. Dvorak predicts this financial realization will occur in mid-2017, potentially creating opportunities for investors to short bonds or move into gold and Bitcoin.

Keywords: gasb, pension crisis, [bond market](https://search.noagendashow.net/topic/bond-market.md), [california](https://search.noagendashow.net/topic/california.md), [2017](https://search.noagendashow.net/topic/2017.md), accounting standards

### Globalism, Bond Market Mechanics, Interest Rates

- **Episode:** [866: Delay or Avoid](https://search.noagendashow.net/episode/866-delay-or-avoid.md)
- **Published:** 2016-10-06
- **Time:** 2:32:13–2:40:34
- **Transcript:** https://search.noagendashow.net/episode/866-delay-or-avoid/chapter/globalism-bond-market-mechanics-interest-rates.md

The hosts explore how globalist policies and the Paris Climate Agreement might undermine U.S. sovereignty and the dollar's status as the reserve currency. John Dvorak provides a primer on the bond market, explaining how bonds function as loans to companies and why bond prices fall when interest rates rise. They predict a potential collapse if interest rates are forced upward by inflation.

Keywords: [globalism](https://search.noagendashow.net/topic/globalism.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [interest rates](https://search.noagendashow.net/topic/interest-rates.md), [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), [hyperinflation](https://search.noagendashow.net/topic/hyperinflation.md)

### Saudi Asset Dump Threat, Global Bond Market

- **Episode:** [863: Quantum of Evidence](https://search.noagendashow.net/episode/863-quantum-of-evidence.md)
- **Published:** 2016-09-25
- **Time:** 48:43–51:09
- **Transcript:** https://search.noagendashow.net/episode/863-quantum-of-evidence/chapter/saudi-asset-dump-threat-global-bond-market.md

Saudi Arabia has threatened to sell $750 billion in U.S. assets if the JASTA bill becomes law, potentially destabilizing the global bond market. Simultaneously, the Saudis offered to cut oil production only if Iran agrees to freeze its own output.

Keywords: [saudi arabia](https://search.noagendashow.net/topic/saudi-arabia.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [oil production](https://search.noagendashow.net/topic/oil-production.md), [iran](https://search.noagendashow.net/topic/iran.md), us assets

### Bond Market Liquidity, JP Morgan and Greece Default

- **Episode:** [730: Solution Space](https://search.noagendashow.net/episode/730-solution-space.md)
- **Published:** 2015-06-14
- **Time:** 50:45–56:14
- **Transcript:** https://search.noagendashow.net/episode/730-solution-space/chapter/bond-market-liquidity-jp-morgan-and-greece-default.md

A news report highlights a significant drop in bond market liquidity, with banks holding 75% less inventory than in 2007 due to new regulations. The hosts discuss the potential for a bond market crash and the ongoing financial crisis in Greece. They note that predictions of an immediate Greek default have been recurring for years without a final resolution.

Keywords: [bond market](https://search.noagendashow.net/topic/bond-market.md), [liquidity](https://search.noagendashow.net/topic/liquidity.md), [jp morgan](https://search.noagendashow.net/topic/jp-morgan.md), [greece](https://search.noagendashow.net/topic/greece.md), [quantitative easing](https://search.noagendashow.net/topic/quantitative-easing.md), [wall street](https://search.noagendashow.net/topic/wall-street.md)

### Financial Market Codes, Senator Mikulski and Bond Trading

- **Episode:** [557: Kalemia](https://search.noagendashow.net/episode/557-kalemia.md)
- **Published:** 2013-10-17
- **Time:** 33:06–35:45
- **Transcript:** https://search.noagendashow.net/episode/557-kalemia/chapter/financial-market-codes-senator-mikulski-and-bond-trading.md

Senator Barbara Mikulski's repeated use of the number "33" during a floor speech is interpreted as a potential coded signal for financial markets. The hosts discuss a specific spike in the bond market that occurred shortly after the speech, suggesting that insiders could have made significant profits by timing trades around the legislative countdown. They lament missing the opportunity to capitalize on these perceived signals.

Keywords: [barbara mikulski](https://search.noagendashow.net/topic/barbara-mikulski.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [33](https://search.noagendashow.net/topic/33.md), [c-span](https://search.noagendashow.net/topic/c-span.md), [trading](https://search.noagendashow.net/topic/trading.md), [default](https://search.noagendashow.net/topic/default.md)

### UBS Bond Market Reclassification, Bondpocalypse

- **Episode:** [486: Bondpocalypse](https://search.noagendashow.net/episode/486-bondpocalypse.md)
- **Published:** 2013-02-10
- **Time:** 1:34:16–1:37:18
- **Transcript:** https://search.noagendashow.net/episode/486-bondpocalypse/chapter/ubs-bond-market-reclassification-bondpocalypse.md

UBS is reportedly reclassifying conservative bond clients as "aggressive" investors to protect the bank from future lawsuits. This move is interpreted as a sign of an impending "Bondpocalypse" where bond prices may drop significantly as interest rates eventually rise.

Keywords: [ubs](https://search.noagendashow.net/topic/ubs.md), [bond market](https://search.noagendashow.net/topic/bond-market.md), [max keiser](https://search.noagendashow.net/topic/max-keiser.md), financial scandal, [interest rates](https://search.noagendashow.net/topic/interest-rates.md)

### Bond Market Collapse Theory, Debt Monetization, and Shorting Strategies

- **Episode:** [485: Goys with Guns](https://search.noagendashow.net/episode/485-goys-with-guns.md)
- **Published:** 2013-02-07
- **Time:** 1:11:44–1:18:06
- **Transcript:** https://search.noagendashow.net/episode/485-goys-with-guns/chapter/bond-market-collapse-theory-debt-monetization-and-shorting-strategies.md

The discussion explores the potential for a catastrophic collapse of the U.S. bond market due to the Federal Reserve's policy of printing money to buy its own debt. Financial analysts like Peter Schiff are cited regarding the risks of hyperinflation or deflation. The hosts debate the mechanics of bonds and the potential for savvy investors to make fortunes by shorting the market during a crash.

Keywords: [bond market](https://search.noagendashow.net/topic/bond-market.md), [federal reserve](https://search.noagendashow.net/topic/federal-reserve.md), [debt monetization](https://search.noagendashow.net/topic/debt-monetization.md), [peter schiff](https://search.noagendashow.net/topic/peter-schiff.md), [ben bernanke](https://search.noagendashow.net/topic/ben-bernanke.md)

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