August 20, 2026

Bessent’s Bond Battle, Go Broad Not Bearish, and Stripe’s Strategy 8/20/26

Former OMB Director Mitch Daniels on the Trump administration’s fiscal policy fight. Five-star fund manager Matt McLennan says despite the rising bond risks, investors should broaden their holdings, rather than get bearish. Plus, why Stripe could stay private for the long-term.

Also available on Apple Podcasts ↗