It Started: America’s Bond Market Is Secretly Collapsing
Graham Stephan — Sep 3, 2026 — talk
Why watch
This video explains how Treasury buybacks starting September 9th will double as the government attempts to manage its growing debt load by issuing new debt to repurchase existing securities. It covers Kevin Warsh's five-part Fed plan from Jackson Hole and discusses concerns about whether adding more debt solves the underlying problem of rising US obligations and inflation. The content is aimed at investors and individuals interested in understanding how government debt management affects financial markets and interest rates.