Ten31 Timestamp: Partly Cloudy

Black Monday never showed up. Marty and John Arnold break down why markets shrugged off the weekend scare, and what the data under the surface is saying about AI spending, interest rates, and energy. 🔗 https://bitcoinproducts.com In this episode: Why Black Monday didn't happen and what markets did instead Anthropic's slowing revenue growth and the distillation fight Neo clouds, credit stress, and the cost of capital for the AI build out Hot inflation prints, the Fed, and bond market volatility Whether Treasury cuts 20 year issuance to deal with higher yields Diesel shortages, Gulf attacks, and Iran's economy China's export surge and what Europe might do about it TIMESTAMPS: 00:00:00 - Black Monday that wasn't 00:01:20 - Anthropic revenue growth slows ahead of IPO 00:01:38 - Distillation attacks and the irony of AI IP 00:05:12 - Neo clouds and credit default swaps under pressure 00:06:55 - Cost of capital for the AI build out 00:07:02 - Hot inflation and the Fed 00:07:57 - Ten year yields near 5% and forward guidance 00:10:13 - Convexity Maven on bond volatility and the MOVE index 00:12:57 - Treasury and the 20 year issuance rumor 00:15:39 - War driving up diesel prices 00:18:36 - Carney on maximizing diesel shipments to the US 00:19:27 - Iran GDP collapse and the blockade 00:21:29 - China's 36% export surge in September 00:22:14 - Robin Brooks and Michael Pettis on overproduction 00:24:35 - Jim Himes and bipartisan support for Europe and NATO SUBSCRIBE › Newsletter (free): https://tftc.io/bitcoin-brief/› YouTube: https://youtube.com/@TFTC?sub_confirmation=1 FOLLOW US › X: https://x.com/tftc21› Nostr: https://primal.net/tftc FOLLOW MARTY › X: https://x.com/MartyBent › Timestamp: https://www.ten31timestamp.com/› John Arnold: https://x.com/JohnArnoldTen31› Ten31: https://ten31.xyz TFTC #MartyBent #JohnArnold #Markets #Inflation #AI