Prof G Markets Why America’s Credit Rating Dropped — ft. Scott Goodwin
233 snips
May 22, 2025 
Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, dives deep into recent economic shifts. He analyzes Moody’s downgrade of U.S. credit and its implications, explaining why high-grade corporate bonds might now be a safer investment than Treasuries. The conversation also touches on universities offloading private equity and how to navigate today’s credit markets, including insights on Twitter’s debt acquisition. Prepare for a blend of financial wisdom and strategic investment advice!
AI Snips
Chapters
Transcript
Episode notes
College Funding via Sperm Donation
- Scott Galloway paid for his junior college year by donating sperm regularly for a year.
- The process included IQ tests, photographs, health screening, and creating a detailed donor profile.
Moody’s U.S. Downgrade Symbolizes Risk
- Moody’s credit downgrade of the U.S. signifies a consensus that America’s fiscal situation is unstable.
- The downgrade is more symbolic since markets had already priced in concerns about deficits and debt.
Universities Selling PE Stakes for Liquidity
- Ivy League schools are selling private equity stakes at a discount to raise liquidity amidst funding cuts.
- This selling is due to potential future liquidity crises amid reduced government support.