Sam Taube
speaker
282 appearances
3 recordings
1 series
first heard Jan 2026
last heard 3 Sep
Sam Taube’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 — 3 in all, peaking in Jan 2026 with 2.
Appearances
Increasingly likely that the Fed is going to raise rates this month.
That's a good question.
And the answer is not necessarily.
The Fed influences yields with its policy, but it doesn't control them.
The market ultimately sets the yields on treasury bonds.
And when it comes to long-term yields, those reflect investor expectations of where interest rates are going to be years from now.
And the last meeting is kind of an instructive example here.
At the last meeting, the Fed
Held back from raising rates, but long-term yields spiked afterwards anyway.
And the reason why is because people felt that the Fed was kind of just kicking the can down the road, that they weren't keeping up with inflation.
And so there was still this expectation that rates are going to be higher in the long term.
So yields went up.
I think that we can kind of compare this to like a person with a credit card.
If you're carrying a big credit card balance month to month, that's not a good sign of your credit worthiness.
And that's gonna hurt your credit score.
And if you have that situation and then you take on even more debt, like you apply for new credit cards, you're probably only gonna get approved for cards that have higher.
interest rates, right?
Okay.
So when the national debt hits really big numbers, like forty trillion dollars, and then the government goes to borrow even more, investors demand higher interest rates on the new debt.
Investors generally shouldn't be a hundred percent in stocks.
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