Episode 77: The Fed Cut and the Bond Market, Physical Gold as Risk Management, and the Commercial Real Estate Refinancing Wall

October 5th, 2026  |  38 mins 33 secs

bond market, commercial real estate, federal reserve, financial independence, gold, inflation planning, market commentary, portfolio rebalancing, real estate investing, scholar big picture

Our quarterly Scholar Big Picture with Dr. Deon Strickland runs the full episode. Deon and Stephan cover the Fed's recent cut and how Kevin Warsh has positioned the bond market, whether long bonds start to make sense at higher yields, the fiscal math behind six percent deficits, a real shift in Deon's thinking on physical gold as risk management, the commercial real estate refinancing wall, and the tokenization of securities as the silver lining worth watching.