Latest / Know Your Risk Podcast
Eight Rate Hikes? Why the Fed Has No Good Options Left
August 28, 2026 — Zach Abraham and Chase Taylor discuss Kevin Warsh’s hawkish message, why a traditional Taylor Rule framework could imply as many as eight rate hikes, and why the Fed may now be trapped between persistent inflation and the economic damage caused by tighter policy. They also examine the latest developments in the Strait of Hormuz, Canada’s potential incentive to wait out the U.S. midterm elections, escalating Russia-NATO risks and the dangerous imbalance between missile production and interceptor capacity. Later, Zach and Chase ask a practical portfolio question: What might…
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