HeyJaredRadar Podcast
Market Radar was established with a straightforward, no-nonsense approach to understanding markets. We’ve harnessed the power of data-driven analysis to develop macroeconomic financial models that are both effective and easy to understand.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 18, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
What Happens When the Bond Market Hunts the Fed (opens the original)
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The Fed hiked into an energy shock this week and we think the bond market forced their hand. We break down why this move is oil driven, not growth driven, why the 5% ceiling on the 10 year does not hold in stagflation, and why risk assets stay capped until Iran gets resolved.Learn More: www.market-radar.com
Why Rising Interest Rates Don't Mean What You Think (opens the original)
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Yields are ripping while growth flatlines, and that combination is restrictive, not bullish. We break down why rates above 4.75% stop helping banks, what the regime map says comes after stagflation, and why the bond market just blew out the buyback program. Plus: Bitcoin's failed breakout, the output gap problem, and why chop is the biggest risk right now.Learn More: www.market-radar.com
Bitcoin: The Real Reason We Are Not Buying Yet (opens the original)
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Bitcoin is squeezing shorts and we explain what we need to see before taking our leveraged long. We look at rates pressing the 4.75 ceiling into NFP, housing and homebuilders, and whether the consumer is actually cooked. We close on open source AI catching up to frontier models and what that means for software, inference, and labor.Learn More: www.market-radar.com
The 10-Year Yield Level That Will Break the Market (opens the original)
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We cover the rotation out of AI hardware into software, the gold versus Bitcoin trade, what Bitcoin still needs before we buy it, and why the debasement trade is the wrong frame. Plus Warsh into Jackson Hole and the Druckenmiller fracture.Learn More: www.market-radar.comEpisode 229
The Bitcoin Short Squeeze: What You Need to Know (opens the original)
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Bitcoin surged this week on a record wave of short liquidations, and gold broke out alongside it, but equities never confirmed the move. We explain why this looks like a short squeeze rather than the start of a real trend, and why 4.75% on the 10 year is the level that decides whether the debasement trade holds. We also get into stagflation, the state of the consumer, and Warsh heading into Jackson Hole.Learn More: www.market-radar.com
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