‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses

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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.

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DISCLAIMER: 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.

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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

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