America Has a Much Bigger Problem Than Interest Rates

August 21, 2026 - Zach Abraham and Chase Taylor discuss why the Treasury's increasingly visible concern about long-term interest rates may be exposing a much deeper problem with U.S. debt, deficits and economic policy. They examine why attempts to suppress bond yields could ultimately lead to more monetary intervention, what rising oil and inflation pressures mean for policymakers, and why decades of short-term thinking have left the U.S. increasingly vulnerable in everything from government finances to energy, manufacturing and defense. Plus, Zach and Chase discuss geopolitical risks surrounding Iran and Russia, the growing importance of real assets, and why the traditional investment playbook may be increasingly mismatched with the world investors actually face.