
CHUCK with Co-Host TooWokeToGoBroke and regular returning guest Gammanomics coming hot for another episode of The Bag Brigade Podcast.Forget stocks — the real drama is unfolding in the bond market, and it’s not your average yield wiggle. In this episode, we break down why Jamie Dimon’s “kurfluffle” warning might be Wall Street code for “brace yourselves.” From repo market stress to hedge funds panic-unwinding the basis trade, the U.S. Treasury market is flashing red.We cover: • The 10Y yield’s vertical leap and why it matters • How Fed QT is drying up liquidity faster than your ex’s texts • What Trump actually meant when he said the bond market looked “queasy” • Why the Fed might quietly reboot QE behind the scenes (SVB-style) • How all this could flip risk assets on their head (yes, even your favorite growth stocks)This isn’t just macro noise — it’s the fuse. So buckle up, hit play, and let’s decode the chaos.