Jul 28, 2026 · 1 hr 10 min · 10 segments
In this episode, Nik welcomes back Matt Dines to lay out his thesis that the global order built after World War Two is being reset. Matt walks through the signals he is watching: the Kuwaiti pipeline…
Nick BatiaHost
U.S. Treasury yields on the rise, and we have Matt Dines back on to talk about it.
Matt Dines is a portfolio manager in the fixed income world, but is also someone we rely on for history, geopolitics, and his opinion about how the world works, because we know that the mainstream narrative isn't going to capture us.
So I'm going to tell you a few things that I wrote about last night, and then I'm going to open up to you.
The reason I want to just tell you the things that I wrote about yesterday, just to give you an opportunity to weave any of those narratives in if you agree with them or disagree with them.
And I'd like to start with what you do really well is you read a ton of stories, papers, speeches.
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U.S. Treasury yields on the rise, and we have Matt Dines back on to talk about it.
Matt Dines is a portfolio manager in the fixed income world, but is also someone we rely on for history, geopolitics, and his opinion about how the world works, because we know that the mainstream narrative isn't going to capture us.
So I'm going to tell you a few things that I wrote about last night, and then I'm going to open up to you.
The reason I want to just tell you the things that I wrote about yesterday, just to give you an opportunity to weave any of those narratives in if you agree with them or disagree with them.
And I'd like to start with what you do really well is you read a ton of stories, papers, speeches.