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12 results for “national debt”
Concept24 mentions across episodes
debt
...to the national debt over ten years free break. What's your take on the triple b and the bonds weak bond market, all of it? I just wanna take a quick primer on Sure. How the government gets funded. I know we we assume everyone understands it, but I t
3:45 / 4:45
from transcript3:45 – 4:45
...debt outstanding, of which about $23,000,000,000,000 is coupons, so not T bills. I always take T bills out of this equation, by the way, because when people say, oh, there's this wall of debt that has to be refinanced this year, the fact is 7,000,000
28:28 / 29:31
from transcript28:28 – 29:31
...and national role as the most liquid, most deep, most stable asset in the world. And that if you start gaming it for short term advantage, you lose that. And that will show up in higher borrowing costs because then the the number of people who park i
47:08 / 48:19
from transcript47:08 – 48:19
...term debt outstanding, and it's less expensive than it was a year ago. So this will continue to feed through, but it will be at a very slow rate. So I think it's certainly there in the background as well, but not as primary or secondary driver as the
17:14 / 18:16
from transcript17:14 – 18:16
...bought of US debt as the current account deficit went up. As the current account deficit got better in the second half of the twenty teens, you saw that there was significant slowing of what foreigners were buying of US dollars, because they just did
36:42 / 37:46
from transcript36:42 – 37:46
The other, less from the treasury, perhaps more from the regulatory side, is thinking about how you make it easier to intermediate in the treasury market for banks and dealers and own treasury. So there's been a lot of focus on potential regulatory d
22:27 / 23:32
from transcript22:27 – 23:32
...run up US debt over time, which makes it more difficult for the US government to pay its bills because it has to issue more debt.
4:23 / 5:41
from transcript4:23 – 5:41
over the normal course of things. And then once the intervention comes in, there's gonna be a a step a significant step function lower in yields. And so you have to try to figure out how you're gonna do that pivot. That's what I spend most of my time
40:23 / 41:30
from transcript40:23 – 41:30
...debt regularly. We can we we, when I was at treasury, probably 250 auctions a year, they think about that. And, it does affect how you think about bills versus longer term coupons and all that. So I guess I would say the same thing. I should start wi
5:59 / 7:01
from transcript5:59 – 7:01
...debt assets, what should what else should we be looking at? Well, so so the way that I look at US treasuries, assuming that there's not real credit risk. Right? Yeah. I would I would still I would still argue that there's still not credit risk more t
8:55 / 10:03
from transcript8:55 – 10:03
...debt out there is because everybody wants to buy it. There's never been a failed Treasury auction. All these people are constantly freaking out. Oh, that debt. They're they're well, who are the morons on the other side of the trade that keep buying t
24:42 / 25:46
from transcript24:42 – 25:46
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