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cover of episode National Debt Masterclass Finale - What To Do

National Debt Masterclass Finale - What To Do

2024/5/22
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Money For the Rest of Us

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Shownotes Transcript

In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices.

Topics covered include:

  • How much has the national debt grown over the past fifties years, and what are the underlying drivers
  • How the budget deficit, interest rates, and economic growth determine the level and growth in the national debt
  • Under what circumstances will the U.S. default on its debt
  • How should we invest to protect ourselves from the uncertainties of the national debt situation

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Show Notes

Jerome Powell: Full 2024 60 Minutes interview transcript—CBS News)

Yellen says she disagrees with Moody's outlook on US debt by Ann Saphir and David Lawder—Reuters)

IMF Steps Up Its Warning to US Over Spending and Ballooning Debt by Christopher Condon—Bloomberg)

WHEN DOES FEDERAL DEBT REACH UNSUSTAINABLE LEVELS?—Penn Wharton)

The Long-Term Budget Outlook: 2024 to 2054—Congressional Budget Office)

PUBLIC DEBT AND LOW INTEREST RATES by Olivier J. Blanchard—NBER)

Bond vigilantes snooze as Treasury market shrugs off vast US borrowing by Kate Duguid—The Financial Times)

Term Premium on a 10 Year Zero Coupon Bond—FRED)

Instantaneous Forward Term Premium 10 Years Hence—FRED)

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