Valley of the shadow of debt: bond-market jitters
Oct 8, 2026 · 21m
Summary
Jason Palmer and Rosie Bloor discuss three major topics: a global surge in government bond yields driven by AI investment, persistent inflation, and fiscal concerns, particularly in France; a California startup’s plan to launch orbital mirrors to extend solar power generation into the night; and a critical review of the new film *The Social Reckoning*, which examines Facebook’s internal failures and its impact on society.
Topics discussed
Introduction and bond yield overview
Global bond yield surge and context
AI investment boom driving yields
Inflation and Iran war impact on rates
Fiscal concerns in US and Japan
France's debt crisis and political risk
Outlook for debt sustainability
Sponsor segment: Deel global payroll
History of orbital mirror concepts
Reflect Orbital's mission and use cases
Satellite technology and light intensity
Comparison with battery storage
Environmental and astronomical concerns
The Social Reckoning film introduction
Plot summary and whistleblower story
Facebook's current public perception
Legal settlements and content moderation debate
Trend of tech-themed media productions
Conclusion and final thoughts
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