123: No Rescue

The Fed is raising rates into an energy supply shock, just as the AI trade starts sabotaging itself from within.

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Show Notes

• Fed rate decision September 2026: Rates rise to 3.75%-4%
• Here are five key takeaways from Wednesday's Fed rate hike
• CLARITY Act Fails Senate Cloture Vote
• CLARITY Act Falls Short in the Senate
• Digital Asset Market Clarity Act Text
• Strategic Bitcoin Reserve Bill Heads to House Committee
• American Reserve Modernization Act of 2026
• House Financial Services Committee on Digital Asset Legislation
• Bitcoin ETFs Record $450 Million Outflow
• Bessent Bond Plan Details Emerge
• Bessent Dismisses Treasury Buyback Concerns
• What Treasury’s Buyback Surprise Says About the Bond Market
• 10-Year Treasury Yield Tops 5%
• What a 5% 10-Year Treasury Yield Means
• S&P 500 Could Fall 30% as AI Bubble Enters Late Stages
• Altman Says AI Could Create the Greatest Business Boom
• Bitcoin Policy Institute Head of Research Testifies Before Congress on Foreign Influence Campaign Targeting American AI