Chapter
The US Government's Debt and Corporate Bonds Duration
27:56 - 33:43 (05:46)
The US government considered long-term bonds to refinance its debt during low interest rates under Trump's administration. Companies may stop spending as demand for products fluctuates, a pattern similar to multi-decade long corporate bonds.
Clips
The smart money sellers are selling their capital losses to offset other capital gains known as tax loss harvesting.
27:56 - 30:02 (02:06)
Summary
The smart money sellers are selling their capital losses to offset other capital gains known as tax loss harvesting. Companies are expected to pull back their spend and demand to modulate which can consolidate a bottom in the equity and financial markets.
ChapterThe US Government's Debt and Corporate Bonds Duration
EpisodeE98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
An impending mortgage crisis is predicted as interest-only adjustable rate mortgages are set to reset in the UK, causing monthly payments to increase by three or four times and leaving the economy in disarray.
30:02 - 31:02 (00:59)
Summary
An impending mortgage crisis is predicted as interest-only adjustable rate mortgages are set to reset in the UK, causing monthly payments to increase by three or four times and leaving the economy in disarray.
ChapterThe US Government's Debt and Corporate Bonds Duration
EpisodeE98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The idea of using 100-year bonds to refinance the US government debt was proposed by former President Trump when interest rates neared zero.
31:02 - 33:43 (02:40)
Summary
The idea of using 100-year bonds to refinance the US government debt was proposed by former President Trump when interest rates neared zero. With the possibility of raising rates from 0% to 5%, long-term corporate bonds offer investors an alternative to investing in the stock market.