Mitu Gulati & Mark Weidemaier, in episode 157 of their sovereign debt podcast, have a great discussion of the world-historically horrifying—and yet not impossible—scenario where the Trump administration burns centuries of U.S. credit by unilaterally extending the duration of U.S. bonds.
YIKES!
Ep 157 ft. Mitu & Mark
Sovereign Debt Odd & Ends
An odds and ends podcast about unrelated sovereign debt topics. First up, Venezuela. Most investors have been sitting around waiting for an eventual restructuring and lifti
