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Danny Moses, epic ‘Big Short’ investor, Host of the “On The Tape” podcast and co-author of the “What Are We Doing?” Substack, review Treasury intervention in the bond interest-rate, financial obligation and market stress, financial-system dangers, gold, AI financing, and wider problems concerning U.S. economic policy.
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* This video was tape-recorded on August 24, 2026.
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DISCLAIMER: This video is for instructional and educational purposes just and does not comprise financial, financial investment, lawful, or tax suggestions. Constantly conduct your very own research study and speak with a licensed financial professional prior to making any investment decisions.
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0:00– Intro.
3:00– Why Treasury Is Trying to Cap Bond Yields
8:06– Can the Treasury’s Bond Buyback Strategy Work?
11:55– The Fed, Bank of Japan and the Rate Policy Bind
14:14– What Higher Yields Would Mean for Credit and Markets
18:22– What Government Intervention Means for Gold and Risk Assets
23:36– Are We Already in a Financial Crisis?
29:08– Chip Selloff, AI Spending and Market Risk
34:04– Trading the Yield Curve and the Risks Ahead
#investing #economy #trading