46:I[185,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0za7dr7c2y81~.js","/_next/static/chunks/03klviw01y.ih.js","/_next/static/chunks/0gx_3vy1-syt4.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SendEmailButton"] 48:I[63625,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0za7dr7c2y81~.js","/_next/static/chunks/03klviw01y.ih.js","/_next/static/chunks/0gx_3vy1-syt4.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"AddToLibraryButton"] 49:I[29721,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0za7dr7c2y81~.js","/_next/static/chunks/03klviw01y.ih.js","/_next/static/chunks/0gx_3vy1-syt4.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ShareButton"] 4a:I[58016,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0za7dr7c2y81~.js","/_next/static/chunks/03klviw01y.ih.js","/_next/static/chunks/0gx_3vy1-syt4.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"ProcessEpisodeButton"] 4b:I[45269,["/_next/static/chunks/08z4tkzvltetr.js","/_next/static/chunks/121~yigv24_j6.js","/_next/static/chunks/0a~e7k..h6jfc.js","/_next/static/chunks/0za7dr7c2y81~.js","/_next/static/chunks/03klviw01y.ih.js","/_next/static/chunks/0gx_3vy1-syt4.js","/_next/static/chunks/0i6hzvr84kc1r.js"],"SignupCTA"] 3e:["$","time",null,{"dateTime":"2026-03-30T09:00:00.000Z","children":"March 30, 2026"}] 3f:["$","span",null,{"aria-hidden":true,"children":"·"}] 40:["$","span",null,{"children":"00:31:13"}] 47:T547,

Guy Adami and Dan Nathan break down a market that looks calm on the surface but is flashing serious warning signs underneath. The real pressure point isn't the stock market — it's the bond market, where rising yields and an incoming Fed chair are setting up a test few are prepared for.

The duo cover the stagflation setup quietly taking shape, the silent destruction in mega-cap tech (Microsoft, Nvidia, Meta), and why weakness in financials — with nearly $2 trillion in private credit exposure — may be the most underappreciated risk in the market right now.

As Pete Townshend once said: "No one respects the flame quite like the fool who's badly burned." Guy and Dan think a lot of people are about to find out what that means.

Show Notes

An Invisible Bottleneck: A Helium Shortage Threatens the Chip Industry (NYT)

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