8-31-26 Druckenmiller’s Bond Market Warning

Stanley Druckenmiller is warning Washington about the bond market, but the real message may not be an impending debt crisis. The bond market may have already delivered its verdict.

Lance Roberts examines Druckenmiller’s criticism of Treasury intervention, Scott Bessent’s expanded long-term Treasury buybacks, and why attempts to manage yields could create a bigger problem than the initial intervention itself.

0:00 INTRO

0:53 - Labor Day Preview, Kevin Warsh Review

4:53 - US-Venezuela Oil Deal

6:08 - August Into September Markets

12:09 - Pumpkins, Spice, & Sickle and Hammer

13:14 - Stanley Druckenmiller & AI

15:41 - Druckenmiller's Bond Warning

18:12 - The Bond Buy back Operation

23:23 - Warsh Wants the Fed Out of the Bond market

25:40 - What Druckenmiller Said vs What's being read