David Taylor
speaker
997 appearances
8 recordings
2 series
first heard Apr 2026
last heard 15 Sep
David Taylor’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Sep 2026 with 3.
Appearances
The government was there, Treasury was there, the US Fed was there.
So everyone went, Oh, okay.
Um
That's pretty good.
I guess we're supported now.
We can take more risks.
And we've we've talked, you and I, Carrington, have talked about that sort of stuff in the past.
But that's been the thematic for the past, you know, 15 years.
So what I'm about to say next is what I I fundamentally believe is the next chapter for global finance.
And that is that the US Treasury market, the US debt market, has never, ever, ever been questioned since the United States became a country.
It's never been questioned.
And for the first
First time in history, because of the forty trillion dollars worth of debt, it is being questioned by so-called bond vigilantes.
And what I mean by that is if we get a sense that the market's a little unsure about what the US Federal Reserve will do with interest rates or whether it has a handle on interest rates and whether, you know, uh Kevin Walsh, the US Federal Reserve, is going to be in a headlock and squeezed by US President Donald Trump, who clearly
wants lower interest rates.
If there's questions about the credibility of the US Federal Reserve, the bond market will do the work of the Federal Reserve.
The bond market will shoot first and ask questions later, which means there'll be an enormous sell-off of bonds, yields will spike, and there will be questions about the credibility, the quality of US debt.
If that happens, you have another global financial crisis.
And you know, as we've covered, we are on a we are on a trajectory
Heading towards that.
Showing 81–100 of 997 · page 5 of 50
← Previous
Next →