On today’s Big Take podcast, hedge fund reporters Katherine Burton and Hema Parmar join Sarah Holder to break down the rise of 24-year-old ‘Nostradamus of AI’ Leopold Aschenbrenner, the meltdown of his hedge fund Situational Awareness and whether the episode exposes broader hedge fund vulnerabilities.
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Bloomberg Intelligence chief US interest rate strategist Ira Jersey said that part of the reason for the rise in yields for long-term treasuries is that US bonds have to compete with bonds from other countries like Japan. Jersey, who was joined by Bloomberg’s Davide Barbuscia, said that buyers are concerned about the health of developed bond markets and need a higher yield incentive to buy. Barbuscia also said that the competition from corporate bonds is ‘unprecedented’ and that there has been record levels of issuance so far in 2026.

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Dogs have been used to sniff out drugs, explosives and even Covid. Could cancer be next? An Indian startup is combining canine noses with AI in an effort to make cancer screening cheaper and more accessible.
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Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day.

Chapters:
00:00 Global Bond Rout Tests AI Boom and Equity Rally
04:36 Energy Stocks Are Best Portfolio Diversifier — Russ Koesterich, BlackRock
18:47 US Is Borrowing Military Readiness for Hormuz — Col. Wayne Sanders (Ret.)
29:22 Home Depot Beats Estimates on Faster Sales Growth — Lindsay Dutch
31:59 Starter Home Income Needed Has Nearly Doubled — Jake Krimmel, Realtor.com
40:44 Fed Should ‘Just Hike and Move on With It’ — Kay Herr, JPMorgan Asset Management
53:16 Higher Yields Won’t Stop the AI Buildout — Stuart Kaiser, Citi
1:06:47 Trump Struggles to Sell Iran War to Voters — Marc Short, Former Pence Chief of Staff
1:18:11 Apple’s Foldable iPhone Could Revive Upgrade Cycle — Timm Schulze-Melander, Rothschild & Co Redburn
1:29:31 Today’s Bond Yields Are a Return to Normal — Robert Tipp, PGIM Credit
1:40:35 Strong Growth Can Absorb Higher Bond Yields — Seema Shah, Principal Asset Management
2:02:47 Breaking Down the Global Bond Selloff — Ira Jersey
2:06:26 Bond Selloff Is Mostly a Fed Story — Mark Cabana, BofA Global Research
2:19:01 Equity Rally Needs Bond Market Stability — Jason Draho, UBS Global Wealth Management

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Jake Sullivan, former US national security advisor in the Biden administration, said that at some point Trump is going to have to ‘bite the bullet and do a bad deal’ with Iran as the country ramps up its leverage in negotiations with the United States. Sullivan also discussed Israel Prime Minister Benjamin Netanyahu’s role in the conflict, saying that Netanyahu had come to past administrations to attempt to convince past presidents to take action against Iran.

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