Stagflation, Rate Cuts, and the Oil Problem Explained

I'm back on the New York Stock Exchange balcony on the last trading day of the quarter, and I brought in Jesse Simko from Einstein and Skip to break down the bond market in a way my audience never hears. We dig into why oil running above $115 for eight or nine weeks reset us into a low-growth environment, why the 2-year yield sitting near 4% is what makes Jesse uncomfortable, and how Kevin Warsh's comments tied into yesterday's selloff. Trading involves risk, and nothing here is a recommendation. Recorded: June 18th, 2026 The information in this video is for educational and informational purposes only and is not financial, investment, or trading advice. Trading and investing involve substantial risk, and no results are guaranteed. Futures trading is not suitable for everyone. Review all terms, rules, fees, and requirements before participating. Do your own research and consult a licensed professional before making any financial decisions. 0:00 Last trading day of the quarter on the NYSE balcony 2:04 Why the 2-year moved more than the 10-year 2:50 Why the yield curve matters again after years of low rates 4:39 How every $10 rise in oil erases a point of GDP 5:56 Why this market stayed resilient through repeated shocks 8:56 The bond market is what makes Jesse uncomfortable now 10:59 Kevin Worsh, the 52-week high, and yesterday's selloff 13:23 Full Fed consensus and the largest dissent since 1992 16:59 How the repo market and standing facility actually work 21:03 Russell reconstitution, rebalancing, and the $5 billion for sale #stockmarket #bondmarket #federalreserve 📲Hang out with me on other socials!   / einsteinofwallst   https://x.com/EinsteinoWallSt https://www.tiktok.com/ ⁨@einsteinofw... Checkout my other channel here: @EinsteinandIves⁩  DISCLOSURE: This interview is provided for informational purposes only and does not constitute investment advice, a recommendation to buy or sell any securities, or an endorsement of any company or financial instrument. Statements may include forward-looking information, and actual results may differ materially. Viewers should conduct their own due diligence and consult a qualified professional before making any investment decisions.