Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe episode artwork

EPISODE · Jul 30, 2026 · 33 MIN

Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe

from Stonkcast

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The half of your portfolio that's supposed to protect you just stopped working. This week stocks and bonds fell together — and the "crash cushion" behind every 60/40 retirement account cushioned nothing.We explain, in plain English, why the safe half of your money isn't safe anymore, and why the timing isn't a coincidence. Apollo economist Torsten Slok has warned the S&P 500 is now a concentrated bet on a few AI giants — a "single point of failure" — and this week that fragility got a live stress test as Big Tech cracked on AI spending.Also on the show: oil back above $88 as the Iran conflict reheats and what it means for gas and inflation, the Core PCE number the Fed is watching, and the Apple and Amazon earnings that could tip the balance.A clear, no-jargon read on a market that's more fragile than the headlines admit.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

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Stocks AND Bonds Just Fell Together — Your 'Safe' Money Isn't Safe

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