Sep 17, 2026 · 45 min · 12 segments
In this podcast, Tony, Jared, and Peter Atwater discuss bonds, oil, Fed policy, inflation, AI, confidence, affordability, market risks, higher education, parenting, and life beyond Wall Street…
Tony GreerHostJared DillianHostYeah, so if I rewind the tape a year ago, voters, the markets, the White House were all in sync.
You can see it, you know, in all of these different places where the crowd... whether it's voters, Main Street investors, and policymakers are struggling.
And I have some sympathy for folks like Worshen, Besson, and those that sit at this dividing line, at this intersection.
You know, as I wrote this morning to my clients, they're now slaves of two masters, right? And what policymakers want and what the crowd wants are moving into different directions.
And for those who have to navigate both of those spots, It's it's it's a no man's land.
And how about tell me what you think about Besson's comment in just in whole where he said, I am the house now.
He was referring to knowing what the Bank of Japan is going to do in response to their crisis.
What's your read on that? I have a very specific one, but I'd like to hear yours next.
So when I hear words like that, I immediately translate that to I am the establishment.
The challenge is once confidence pivots, then it becomes about the anti-establishment.
And so what you're seeing is yet another dimension of rebellion against the house.
He chose a poor word because he essentially aligned himself in opposition to the markets rather than being a force with the markets.
Yeah, so if I rewind the tape a year ago, voters, the markets, the White House were all in sync.
You can see it, you know, in all of these different places where the crowd... whether it's voters, Main Street investors, and policymakers are struggling.
And I have some sympathy for folks like Worshen, Besson, and those that sit at this dividing line, at this intersection.
You know, as I wrote this morning to my clients, they're now slaves of two masters, right? And what policymakers want and what the crowd wants are moving into different directions.
And for those who have to navigate both of those spots, It's it's it's a no man's land.
And how about tell me what you think about Besson's comment in just in whole where he said, I am the house now.
He was referring to knowing what the Bank of Japan is going to do in response to their crisis.
What's your read on that? I have a very specific one, but I'd like to hear yours next.
So when I hear words like that, I immediately translate that to I am the establishment.
The challenge is once confidence pivots, then it becomes about the anti-establishment.
And so what you're seeing is yet another dimension of rebellion against the house.
He chose a poor word because he essentially aligned himself in opposition to the markets rather than being a force with the markets.
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