Episode Details

August 24, 2026 - Zach Abraham and Chase Taylor discuss what increasingly aggressive Treasury intervention in the bond market could mean for interest rates, inflation and the U.S. dollar. Chase explains why efforts to suppress long-term yields may work mechanically—but could create major consequences elsewhere through inflation, currency weakness and shorter-duration government financing. Zach and Chase also examine the escalating trade dispute with Canada, the economic relationship between the two countries, the latest developments involving Iran, and why recent policy moves have them questioning what policymakers may be seeing beneath the surface.