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Podcast Episode

Why the 30-Year Just Hit a 2007 High | The Weekly Rebalance #39

The Weekly Rebalance··18 August 2026·33 min

About this episode

🚨 Surprising twist: the market breadth everyone's been waiting for might finally be here — and the bond market is throwing a tantrum about it. We're back from a summer hiatus and diving straight into a stacked episode! 📊 First, we break down why Russell 2000 and Emerging Markets are up ~20% YTD, why the equal-weight S&P is finally beating the market-cap version, and why forward P/E cooling to 19.6x is actually a healthy sign. 🏦 Then we go deep on the "new Fed" — Chairman Warsh's ultra-short, 130-word statement, the historic 30-year Treasury spike, and a fascinating parallel to Greenspan's early Fed years. Plus: the case for and against Warsh's approach across credibility, volatility, independence, and inflation. 🎷 Bonus: a surprising Greenspan trivia fact you won't see coming!💬 Comment below: Do you think less Fed guidance helps or hurts markets? 📲 Enjoying the show? Share this episode with a fellow advisor or investor!#Revisor #WeeklyRebalance #RIATech #FederalReserve #KevinWarsh #BondMarket #TreasuryYields #MarketAnalysis #InvestmentStrategy #FinancialMarkets #WealthManagementTech #EquityMarkets #InflationWatch #SmallCapStocks #MacroEconomics