national debt

3 statements across 2 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement Mar 30, 2020 by Howard Marks · across every show →

Everything said about national debt, oldest first

Mar 30, 2020 bearish
Prediction Not checkable as stated
Marks: United States national debt will never be repaid
“So the point is we're going to be going through the next years saddled with an enormous national debt that we'll never repay.”
Howard Marks Mar 30, 2020 ▶ 10:14 20VC: Howard Marks on How COVID-19 Impacts Our Economy, Liquidity and National Debt, Why The Theory of Falling Knives and Market Bottoms is Wrong & Why The Best Investors Are Fundamentally Unemotional
Jun 30, 2025 negative
Insight
Freise: Indebted governments resort to financial repression to inflate away debt
“So if you don't, if you can't really raise taxation And if you can't really reduce expenditure, the only other way to do it, to get rid of your, you know, interest income, if your interest load is to inflate away your debt, right? So you do financial repressio…”
Philipp Freise Jun 30, 2025 ▶ 51:15 KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
Jun 30, 2025 negative
Assertion Supported
Freise: Interest on national debt exceeds healthcare and defense spending in many countries
“If you think about 20, 25, 30% of all of our budgets going to two sources. One, to just serve, serve as the interest of the existing debt stock. It's huge. I mean, in many countries, these are higher expenditures Than our healthcare or defense budgets.”
Philipp Freise Jun 30, 2025 ▶ 48:03 KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
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