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Michael opens tonight's show with an explanation of financial discipline -- investors talk about it, but what does it mean? How does rebalancing help manage your risk? Michael brings on bond expert Andy Mathes tonight. He tells us what he sees in the bond markets, and what that tells us about where the equity markets go next?

Last week, Dan Mahaffee said that the Kavanaugh nomination should proceed apace unless something cataclysmic happens. Tonight Mahaffee says "I think we have a cataclysm here." The Kavanaugh hearings calls into question the nature of the Supreme Court: is the Court a political court or a constitutional court? 

The FarrCast welcomes back Lester Munson, former chief of staff for Senator Mark Kirk. Les has spent over 25 years on the Hill and working in foreign relations. Les and Dan have a lively discussion on the escalation of the trade war. How vulnerable is China? What does "winning" a trade war even mean? 

Listen in and learn about today's movement in the bond market to the future of the Chinese economy, and everything in between.