Episode Details

August 25, 2026 - Chase Taylor discusses billionaire investor Stanley Druckenmiller's public criticism of recent Treasury policy—and why Chase believes the warning deserves far more attention than the controversy over how the op-ed was written. Chase examines Treasury's attempts to influence the bond market, the risk of escalating intervention when markets refuse to cooperate, and why using crisis-era tools when there is no crisis could create problems of its own. Plus, Chase breaks down the latest moves in oil, China's response to economic pressure surrounding Iran, mounting inflation risks and what he'll be watching from the Fed later this week.