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US bond market

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 31, 2025 by Chamath Palihapitiya · across every show →

Everything said about US bond market, oldest first

Dec 31, 2025 bearish
Prediction Not checkable as stated
Chamath: Feds can't bail out failing states without crashing Treasury auctions
“That's not going to happen. And the reason that's not going to happen is that you'll see a 20 to 30% of the bond buyers just leave the US bond market. And so you will have auctions that start to fail.”
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