The Modern Investor

Finimize

Make sense of the ideas and events shaping markets. Each week, Finimize analysts Reda Farran and Russell Burns unpack the week’s biggest stories in Market Open, alongside interviews and conversations with investors, founders and experts from across finance.Brought to you by Finimize, the #1 investing research platform for modern investors.

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The Modern Investor

Episodes (110)

Today Market Open: Why Bonds Suddenly Look More Attractive
Tue Sep 15th Research Drops: Is Anthropic Really Worth $2 Trillion?
Tue Sep 8th Market Open: Could Bond Yields Pop The AI Bubble?

The Modern Investor

Sep 22, 2026
28¼ minutes
19 MB

Higher bond yields have been painful for existing investors. But for anyone buying today, they also mean something that’s been missing from bonds for years: a genuinely attractive starting return. In this week’s pod, Reda and Russ look at why bonds are starting to deserve another look, how the latest round of rate hikes is changing the picture, and where Reda sees the most interesting opportunities across the market. They also discuss the US-China summit, the risk that slowing AI spending could hit a much wider group of stocks, and why China’s long-t...

The Modern Investor

Market Open: Why Bonds Suddenly Look More Attractive

Finimize

00:00 -28:12