EPISODE · May 18, 2026 · 9 MIN
Yields Up, Nvidia Ahead
from Short Pod Spread
The market feels strangely calm and tightly coiled at the same time. Bonds are jumping, oil's twitchy, small caps look uncomfortable, and one Nvidia report could decide whether this week stays sleepy or suddenly gets loud.Nvidia as the market hingeRates, inflation, and the hawkish shiftWhy volatility looks weirdOil, commodities, and the dollarWhat traders are actually doingManaging condors and event riskConcentration, small caps, and the real economyTechnicals, seasonality, and the side plotsThis podcast was created with Podkey. Make your own at https://podkey.fm
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Yields Up, Nvidia Ahead
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