24 augusti 2026
42 min
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Danny Moses, legendary ‘Big Short’ investor, Host of the "On The Tape" podcast and co-author of the "What Are We Doing?" Substack, discuss Treasury intervention in the bond market, debt and interest-rate pressures, financial-system risks, gold, AI financing, and broader concerns about U.S. economic policy.Watch Danny's last interview: https://youtu.be/sLwoDhhfk3s*This video was recorded on August 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DANNY MOSES:X (@dmoses34): https://x.com/dmoses34"What Are We Doing?" Substack: https://whatarewedoingonthedesk.substack.com/"On The Tape" podcast: https://www.youtube.com/@OnTheTapeFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 — Intro.3:00 — Why Treasury Is Trying to Cap Bond Yields8:06 — Can the Treasury’s Bond Buyback Strategy Work?11:55 — The Fed, Bank of Japan and the Rate Policy Bind14:14 — What Higher Yields Would Mean for Credit and Markets18:22 — What Government Intervention Means for Gold and Risk Assets23:36 — Are We Already in a Financial Crisis?29:08 — Chip Selloff, AI Spending and Market Risk34:04 — Trading the Yield Curve and the Risks Ahead#investing #economy #trading
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