credit default swaps
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jan 4, 2025 by Chamath Palihapitiya · across every show →
Everything said about credit default swaps, oldest first
Jan 4, 2025 bullish
Chamath predicts long Credit Default Swaps will be 2025's best asset
“But I would be long CDS. So what am I buying? I am buying insurance. I'm buying insurance. Using credit default swaps, I'm buying what's called protection, that there is no default event in 2025. Again, I'm not going to tell you which companies or what maturit…”
May 25, 2025 bearish
Chamath Palihapitiya: Private sector credit default swap costs are near highs
“Through the course of this year, we've seen the cost of that insurance ramp, but at the beginning of liberation day, there was some relief there because people saw a path out of this and unfortunately we're back to almost near highs.”