{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6473412e064cb100119e1b59/6a70c56662888a8235b08de2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Don't Fight the Bond Market - Market Barometer, Jul-26","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/6473412e064cb100119e1b59/1785775645832-0c03e2a9-eb34-4910-8e92-62cd25528f68.jpeg?height=200","description":"<p>For the first time, I'm bringing my <strong>Monthly Market Barometer</strong>—previously available only through the <em>Sweat Your Assets</em> newsletter—to the podcast.</p><p>Every month I step back from the daily market noise to explain <strong>what really moved markets, why it matters, and what long-term investors should pay attention to</strong>. The goal isn't to predict the future, but to help you understand the forces shaping today's investment landscape.</p><p>📩 <strong>Subscribe to the free Sweat Your Assets Newsletter</strong> to receive the complete Market Barometer, charts, commentary, and curated resources delivered every month.</p><p><br></p><p><br></p><h3>In this episode:</h3><ul><li>Why <strong>the bond market</strong>, not the stock market, was the real story of July.</li><li>What the new Federal Reserve Chairman's communication means for investors.</li><li>Why rising government bond yields affect mortgages, businesses, and stock valuations.</li><li>The latest inflation developments in the United States, Europe, the United Kingdom, and Japan.</li><li>How renewed tensions in the Middle East pushed oil prices more than 20% higher.</li><li>What happened to Big Tech, the S&amp;P 500, Bitcoin, Gold, and the VIX.</li><li>A walkthrough of my <strong>Monthly Market Barometer</strong> and the key indicators I monitor.</li><li>Three timeless quotes from <strong>James Carville, Warren Buffett, and Mary Pickford</strong> that perfectly capture this month's lessons.</li><li>My recommended <strong>Video of the Month</strong>: Michael Mauboussin's brilliant presentation on <strong>Luck vs. Skill</strong> in investing and decision-making.</li></ul><p><br></p><p><strong>Key takeaway:</strong> A flat stock market doesn't necessarily mean a quiet month. Beneath the surface, July reminded investors that the bond market often tells the real story—and that diversification remains one of the most powerful investing tools we have.</p><blockquote><br></blockquote><blockquote>📬 Subscribe to the <strong>Sweat Your Assets Newsletter:</strong> https://sweatyourassets.aweb.page/financial-growth-newsletter</blockquote><blockquote>📺 YouTube: https://www.youtube.com/@SweatYourAssets</blockquote><blockquote>🌍 Website: <a href=\"https://sweatyourassets.biz\" rel=\"noopener noreferrer\" target=\"_blank\">https://sweatyourassets.biz</a></blockquote>","author_name":"Alessandro Baroni"}