Treasury

topic on 10 shows · 17 statements across 16 episodes

BG2 Pod American Optimist the Neon Show WTF is with Nikhil Kamath Invest Like the Best Capital Allocators Catalyst the Green Blueprint All-In 20VC

17 statements about Treasury, every show

WTF Opinion
Zhu: The US is probably still the safest haven for capital globally
“So I think given all the things that's happening in the world, I think relatively speaking, U.S. Is probably still the safest.”
Ning Zhu Jul 28, 2026 ▶ 34:08 They Called The Trade Wars & China's Housing Crash | Nikhil Kamath | WTF is Finance Ep 4 · Nikhil Kamath
Kaplan: Cognition has dozens of FedRAMP deployments across military and primes
“Right now we have dozens of kind of fed ramped deployments of cognition both with agencies and with primes. You know, we work with US Army, US Navy, the Treasury we work with folks like Palantir, with Andrel and other primes”
Russell Kaplan Mar 27, 2026 ▶ 34:14 How AI Agents Are Creating 12X Productivity Gains · Joe Lonsdale
ALL-IN Assertion Partly supported
Bessent: Treasury recorded its first June surplus since 2015
“June was the first positive June for the Treasury since 2015. We actually had a surplus.”
Scott Bessent Jul 23, 2025 ▶ 1:15 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
BG2 Assertion Supported
Gerstner: Only children born after Jan 1, 2025 receive $1,000 Treasury seed
“All kids under the age of 18, that's sixty five million kids are eligible... But only children born after January one, 20, 25, get the thousand dollars from treasury”
Brad Gerstner Jul 10, 2025 ▶ 10:48 Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
INVEST LIKE THE BEST Assertion Supported
Navy Federal Credit Union offered auto loans below comparable Treasury yields
“There was a long period of time where, like, Navy Federal was offering car loans at a discount to Fed, to the Treasury of the comparable duration”
Cliff Sosin Apr 29, 2025 ▶ 1:16:30 Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview · Invest Like The Best
ALL-IN Assertion Supported
Bessent: Yellen's Treasury shortened debt duration to suppress interest rates
“Yeah, look, I thought that it, that when rates were low, you're supposed to turn out rates. Exactly. And instead, the Treasury for the past few years has pulled rates in, and I think part of that was to keep rates lower, that they changed the issuance schedule…”
Scott Bessent Mar 22, 2025 ▶ 1:01:47 White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
ALL-IN Disclosure
Bessent: National security tasks consume 40% to 50% of Treasury Secretary schedule
“That I would say, 40, 50% of my day Treasury does a lot of national security work.”
Scott Bessent Mar 19, 2025 ▶ 1:00:12 The Shocking Truth About DC Spending & Corruption - Scott Bessent
ALL-IN Assertion Not checkable as stated
Bessent: Sanctions forced Iran to give Houthis oil tankers instead of cash
“Previous to my getting here treasury had disrupted the ecosystem so much that the Iranians used to hand them cash. Now they're just handing them here, take, take this oil tanker and try to sell it.”
Scott Bessent Mar 19, 2025 ▶ 1:01:10 The Shocking Truth About DC Spending & Corruption - Scott Bessent
NEON SHOW Assertion Not checkable as stated
Singhal: Major Indian Banks Drive Profits from Fees and Treasury, Not Lending
“If you dissect the profits, a large chunk of it actually comes not from lending. Comes from, ah, doing treasury, let's say foreign exchange trading, bond trading, getting fees for recommending or getting you to invest in some insurance product.”
Raj Rishi Singhal Oct 11, 2024 ▶ 31:44 How 24 July 1991 Changed India | Senior Journalist On Corruption, GST, Demonetisation, Rajiv Gandhi
GREEN BLUEPRINT Prediction Held up
Hamilton: Treasury Will Likely Retain 45V Three Pillars Hydrogen Framework
“I suspect they will. I suspect that they will simply come up with ways in which you can use existing resources at certain times to be able to qualify so that you really are getting clean, green hydrogen and you're not leaving plants that are, that aren't reall…”
Katherine Hamilton Feb 1, 2024 ▶ 26:10 US power demand is set to boom. How will we meet it?
ALL-IN Assertion Supported
Friedberg: US Treasury expects $2 trillion in net borrowing over two quarters
“Treasury currently expects privately held net borrowing of 1.007 trillion dollars in this quarter with an assumed end of September cash balance of six 50. And then they said, we expect another eight hundred and fifty two billion dollars of borrowing next quart…”
David Friedberg Aug 4, 2023 ▶ 51:29 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
AMERICAN OPTIMIST Assertion Not checkable as stated
Srinivasan: US financial regulators are simultaneously attacking crypto
“The Fed is denying licenses to crypto banks and Treasuries making negative statements about crypto and then SCC is attacking and all these CFTC is attacking, all these guys are attacking at the same time.”
Balaji Srinivasan May 11, 2023 ▶ 32:19 Ep 57: Balaji Srinivasan on the Severity of the Bank Crisis and the Future of Bitcoin · Joe Lonsdale
CATALYST Assertion Supported
Jaffe: Treasury left Foreign Entity of Concern undefined in EV credit guidance
“They did not give guidance on how they define foreign entity of concern for the purposes of the EV tax credit. And, you know, they didn't give any guidance. They were asked very specifically, is, is a country a foreign entity of concern? Do you have to name th…”
Sam Jaffe Apr 6, 2023 ▶ 29:37 What the new Treasury rules mean for EV supply chains
Peters: Central Banks Are No Longer Truly Independent of Treasuries
“We no longer really have independent central banks. They're working together with treasury, and politicians are looking at that as a solution right now, and inflation hasn't taken off.”
Eric Peters Mar 8, 2021 ▶ 34:56 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
20VC What-if
Howard Marks: Central bank interventions prevented a 2020 global depression
“With that disclaimer out of the way, first of all, nine months ago, a global depression was absolutely a possibility. With the, most of the developed countries Certainly outside of Asia, shutting down their whole economies in order to limit contacts and bend t…”
Howard Marks Jan 4, 2021 ▶ 3:32 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
CAPITAL ALLOCATORS Prediction Not checkable as stated
Peters: Fed bailouts preventing capital destruction guarantee a prolonged low-return environment
“What the Fed is doing and the Treasury is they're saying, let's just make sure that no one goes broke, and let's make sure that none of this capital gets destroyed, and so I don't see how that doesn't lead to a long period of really low returns.”
Eric Peters Apr 6, 2020 ▶ 44:21 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
CAPITAL ALLOCATORS Prediction Didn’t hold up
Cembalest: US municipal restructurings will rise continuously without federal intervention
“But absent intervention from the Fed or the Treasury, which I have a 95% confidence won't happen, we're gonna have Can you continuously rising stream of restructurings at the municipal level over the next few years?”
Michael Cembalest Apr 23, 2018 ▶ 43:32 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

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