Jeff Weniger, CFA, days into a new role as Chief Investment Strategist at Corgi Invest after nearly a decade at WisdomTree, joins Ilya Spivak to make the argument nobody else is making: that the long bond may be selling off because the economy is fine, not because of fiscal fear. They work both sides, weighing a composite PMI that beat every estimate on the street against three weeks of softening growth data, a housing market frozen at current mortgage rates, breakevens that stopped following oil, and what gold and copper are signalling. His views are his own, not tastylive recommendations. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 Meeting the new chief strategist 00:37 What the intervention was about 03:14 Does the stock market care 04:28 A different explanation entirely...