debt
4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 14, 2022 by David Friedberg · across every show →
Everything said about debt, oldest first
Jul 14, 2022 neutral
Jan 28, 2025
Dalio: The biggest debt crisis red flag is bondholders dumping supply
“The key spot is when the debt service becomes large, and then, like, the real red flag, the biggest red flag, is when there's then the selling of the debt beyond the new supply, but the holders of it sell it, and then you can see it in the market action, becau…”
Jan 28, 2025 bearish
Ray Dalio: Sovereign debt is unattractive during supply-demand imbalances
“In either case, you don't want to hold that debt, because either there's a debt service problem, or there's a depreciation, you get paid back with a greater supply and cheaper Money, and that is the dynamics, and that's the mechanism”
Feb 22, 2025 negative
Calacanis: US wasted surplus years by adding $16 trillion in debt
“And the last two administrations and you look at California, there were massive windows of surplus and there were massive windows of a surging stock market over the last eight years. And we plundered and we wasted them by adding 16 trillion to the debt during …”