
MH+ Ep.39 You Can’t Handle The Truth (guest: Russell Grant Clark)
The Market Huddle
Analyzing CDS Trends and Government Debt Trading
The chapter delves into the surprising trend in US CDS levels compared to Swiss government CDS, exploring the implications of low coupon bonds on potential gains in case of default. It also discusses the differences in how corporate and government debt trading contracts are managed, examining the potential for governments to rewrite contracts under financial stress and contrasting China's investment landscape with the US.
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