July 29, 2026 – Zach Abraham and Chase Taylor break down the latest Federal Reserve meeting, why rising long-term Treasury yields may be doing the Fed&#x27;s job for them, and what that means for investors. They discuss the implications of 5%+ long bonds, market liquidity, AI infrastructure spending, Apple&#x27;s valuation, Japan, and why today&#x27;s market may be entering a very different phase than investors have grown accustomed to.

The Bond Market Just Took Control

Know Your Risk Podcast

I feel like he's saying, who cares because the market's hiking for us. And then you could just feel the market realizing it at the same time and being like, oh, well, if you're going to give monetary policy to the bond market, we'll take it. But you're not going to like it.

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And we are back with another edition of the Daily Dots. And I am joined as always by the Brain Trust himself. And, you know, I think I was thinking to myself earlier this morning is about a month and a half ago, you and I were talking and we were saying how we expected the summer to be, you know, kind of calm, a little laid back, you know, usually not a lot happens. And that's about as bad as a weather forecast in the state of Washington, right?

The Bond Market Just Took Control

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Bond Market Just Took Control

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.