@henryfudgeofficial: Treasury tried to push the 30-year yield down. It held for a day. Then the dollar fell, and gold and bitcoin went up. A risk premium doesn’t disappear when you refuse to pay it. It relocates. Who wins: the largest issuers of long-dated debt, whose spreads just got cheaper, and anyone holding assets outside the dollar. Who pays: everyone holding dollars, through the exchange rate and inflation expectations. Japan ran this for thirty years and started paying the price three weeks ago. #usdollar #ustreasuries #useconomy #economics #inflation

Henry Fudge
Henry Fudge
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Region: CH
Saturday 22 August 2026 16:33:44 GMT
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iamconnorlee
iamconnorlee :
My god I love this channel. Thank you for the diligence and consideration when making these videos. What do you suggest is an outcome if there is more widespread adoption of open source companies (deepseak) into a heavily-subsidized market? I imagine some fear mongering of US ai companies and a ban of international llm’s to keep this bubble growing
2026-08-23 03:18:14
0
d0ubtf1re
D0UBTF1RE :
US debt is a giant ponzi scheme at this point
2026-08-22 17:56:33
32
maza3708
Donny :
Rentier Black Hole not mentioned😭
2026-08-22 18:10:27
97
thecanadianling
thecanadianling 🇨🇦🇬🇧 :
This is the account where I understand 100% of all the individual words. But I understand 25% of the sentences.
2026-08-22 21:46:55
33
random_internet_videos
. :
We are squeezing every last second till the bubble bursts
2026-08-23 05:31:22
0
kinda.kindaya
Em :
Thank god the bubble is getting government handouts. I was v worried
2026-08-22 16:45:07
117
narambr
Naram Brikha :
Can you try to do fewer cuts?
2026-08-23 04:12:27
0
nothingtodo225
nothingtodo225 :
God forbid we have free market consequences when the government over spends for decades and rich people speculate too aggressively.
2026-08-22 19:11:47
8
roger_rabbit53
Roger Rabbit :
I want the rates in Japan to go up
2026-08-23 05:55:47
0
glasgowcitizen0
tictactoe🎱 :
I dread the day the AI bubble bursts, its gonna make 2008 look like a happy times😳
2026-08-22 16:59:34
37
denise0o0o0
denise0o0o0 :
Ok I understood none of this, I watched it all the way through though. I would understand quantum machanics better 😂😂
2026-08-22 19:29:40
6
blake.ashby
Blake Ashby :
Craazy.. i’m old enough to remember when the Republican Party considered deficit spending morally repugnant, stealing from our children and grandchildren. Miss those old days, for sure. We also used to know that there was always eventually a reckoning. Getting closer to that, unfortunately.
2026-08-22 17:34:27
5
cbristol
Craig Peters :
Jeez what happened in 2007?
2026-08-22 18:40:15
17
jack_ontrip
Jack5746 :
This level of debt is on the scale of a world war or the construction of the first railroad. The problem is that in recent years it was all about software, which doesn’t require much capital now ai is sucking up way too much capital.
2026-08-22 18:23:03
5
banyan.o
banyan :
So basically we’re screwed…as usual
2026-08-22 16:52:55
19
bwr767
BWR :
Now do the UK.
2026-08-22 23:19:42
0
tv_walkman
tv_walkman :
who is taking the bet that facebook will be around to make good on these bonds in 30 years?? T_T
2026-08-22 18:16:18
6
lkofenglish
Andrew :
Wholly false construct of reality by the Trump people “cannot possibly be true” explain
2026-08-22 21:06:38
1
lurzifer
Lurzifer :
we had times with much higher rates. so what?
2026-08-22 19:07:17
0
steveoutwest
Steveoutwest :
how do you see this all unfolding? unraveling?worse?
2026-08-22 23:36:28
0
koreanchiro
Brian Wang :
American here. Am I cooked?
2026-08-22 22:15:11
0
lattelath
Latte lath :
Do you truly think AI is a bubble tho , I just don’t think it’s the same as the dot com bubble
2026-08-22 20:34:55
0
mr.minecraft69420
Groudon :
what is the situation of the euro in this situation? is it also considered safer, or is it not really affected?
2026-08-22 17:18:37
0
adawg2368
Some random dude :
Don’t worry Trump says he’ll use the military to bring rates back down
2026-08-22 20:35:24
1
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