The Frontier Curator
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The Jack Mallers Show
1 episode this week
Oil, Bonds, and Bitcoin: The Rules Are That There Are No Rules
Mar 10, 2026
- Iran is retaliating against US pressure by manipulating oil prices to trigger inflation, a tactic they believe the fiscally strained US cannot withstand.
- The bond market is failing as a traditional wartime safe haven, with yields rising instead of falling, signaling a lack of confidence in US credit.
- This combination of geopolitical conflict and financial instability exposes the fragility of the dollar-based monetary system.