# The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

Page: https://stenobird.com/podcast/the-exchange-431205/the-global-bond-rout-the-solo-sell-on-nvidia-and-google-s-new-ai-agent-5-19-26
Text version: https://stenobird.com/podcast/the-exchange-431205/the-global-bond-rout-the-solo-sell-on-nvidia-and-google-s-new-ai-agent-5-19-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-05-19T18:23:30+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/dce00ca8-4748-469b-b362-efce28249147/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=dce00ca8-4748-469b-b362-efce28249147&feed=tc4zxWgX
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JSON: https://stenobird.com/v1/public/podcasts/the-exchange-431205/episodes/the-global-bond-rout-the-solo-sell-on-nvidia-and-google-s-new-ai-agent-5-19-26
Duration seconds: 2564

## Resource

Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analyst with a ‘sell’ rating on Nvidia lays out his bear case ahead of earnings. Plus, Google unveils Gemini Spark at its annual developers’ conference.

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## Transcript

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