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Inflation Can Shrink the Debt. What Does That Mean for Your Money?
Published 2 days ago
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October 7, 2026 — Inflation can reduce the real burden of government debt. But that doesn't make the debt disappear — it changes who bears the cost.
Zach Abraham and Chase Taylor are finally back together, and they begin by unpacking the idea that inflation can effectively help governments manage enormous debt loads by reducing the future purchasing power of the currency used to repay them.
That discussion expands into what Zach and Chase see as the next phase of the monetary and fiscal cycle: persistently high borrowing costs, fiscal dominance, the possibility of increasingly unconventional policy responses, and why investors may need to think differently about cash and real assets over the next decade.
They also examine the extreme concentration in U.S. equities, the economic cost of reindustrialization, the extraordinary scale of the AI capital-spending boom, and why today's economy is becoming increasingly difficult to compare with previous investment cycles.
Schedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com
Zach Abraham and Chase Taylor are finally back together, and they begin by unpacking the idea that inflation can effectively help governments manage enormous debt loads by reducing the future purchasing power of the currency used to repay them.
That discussion expands into what Zach and Chase see as the next phase of the monetary and fiscal cycle: persistently high borrowing costs, fiscal dominance, the possibility of increasingly unconventional policy responses, and why investors may need to think differently about cash and real assets over the next decade.
They also examine the extreme concentration in U.S. equities, the economic cost of reindustrialization, the extraordinary scale of the AI capital-spending boom, and why today's economy is becoming increasingly difficult to compare with previous investment cycles.
Schedule your complimentary Know Your Risk Portfolio Review at KnowYourRiskRadio.com