Aug 21, 2026 · 59 min · 11 segments
US Treasury Bonds Dumping Worldwide: Latest Financial Market Instability Event? Following recent weeks crisis in the Yen carry trade and Japan and US governments' intervention, this past week US…
Jack RasmusHost
As you all know, over the last six months, I've been following some of these financial markets and some of the instability in these markets.
In the past, we've talked about what's going on with crypto gold and silver and the price crashes in those earlier in the year.
And then we had the hiccup in the S&P and the NASDAQ tech stocks there in February as it became apparent that AI was really going to undermine the legacy software companies.
And that spilled over, of course, to the private credit markets, which provide junk loans to a lot of these companies, Legacy Software and other companies who are in trouble now.
So the contagion spread to private credit markets, which are part of what we call the shadow banking system, the unregulated banking system, hedge funds, private equity, so forth.
uh private equity heavily involved in the private credit markets uh and uh a lot of redemptions investors see trouble on the horizon they want their money back and uh then of course what we got we've been talking about ai and ai bubble and the fact that these uh what they call hyperscaler companies you know the big seven tech big nine tech companies who are spending trillions and trillions of dollars here as they crash invest in chips and applications and data centers in particular.
And the point I've been making is, how are they going to get a return on this money? Quick enough, huge amounts.
They all feel if we don't get there before the other guy, then they're going to steal our base.
in technology going on, but the problem is someone's not going to get their return, and whoever doesn't make the profits, their stock will then collapse.
As you all know, over the last six months, I've been following some of these financial markets and some of the instability in these markets.
In the past, we've talked about what's going on with crypto gold and silver and the price crashes in those earlier in the year.
And then we had the hiccup in the S&P and the NASDAQ tech stocks there in February as it became apparent that AI was really going to undermine the legacy software companies.
And that spilled over, of course, to the private credit markets, which provide junk loans to a lot of these companies, Legacy Software and other companies who are in trouble now.
So the contagion spread to private credit markets, which are part of what we call the shadow banking system, the unregulated banking system, hedge funds, private equity, so forth.
uh private equity heavily involved in the private credit markets uh and uh a lot of redemptions investors see trouble on the horizon they want their money back and uh then of course what we got we've been talking about ai and ai bubble and the fact that these uh what they call hyperscaler companies you know the big seven tech big nine tech companies who are spending trillions and trillions of dollars here as they crash invest in chips and applications and data centers in particular.
And the point I've been making is, how are they going to get a return on this money? Quick enough, huge amounts.
They all feel if we don't get there before the other guy, then they're going to steal our base.
in technology going on, but the problem is someone's not going to get their return, and whoever doesn't make the profits, their stock will then collapse.
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