“They will just be ending up buying French government bonds if this continues”
♫
Said on Unhedged
The Real Eisman Playbook · 5% Rates, Bessent's Failed Gamble & What Comes Next w/ Krishna Guha | The Real Eisman Playbook Ep 78
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backstopped private-sector borrowing (not just government bonds) to stabilize financial markets
“They will just be ending up buying French government bonds if this continues”
“The US government has borrowed an astonishing amount of money, I mean, it's over $40 trillion now.”
“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
“Hanson wrote up the academic case for prediction markets generally, invented policy prediction markets, pointed out prediction markets' potential uses in science and governance and corporate governance and pushed for early prediction markets to get started.”
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