Unhedged Building a big beautiful Europe
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Jul 1, 2025 The podcast dives into Europe's financial fragmentation and its competition with the US as a safe haven for investors. It discusses the need for a unified regulatory framework to attract global capital. The conversation highlights geopolitical shifts and the impact of local politics on financial integration. Humorously, they tackle societal challenges while emphasizing the necessity of adapting investment strategies in a changing landscape. Big Tea’s lies get a skeptical look as they explore the potential for a stronger, collaborative Europe.
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Europe's Fragmented Financial Market
- Europe has a fragmented financial market compared to the US, lacking integration in banking and insolvency laws.
- This fragmentation prevents Europe from having a deep, liquid capital market competitive with the US.
The 28th Regime Concept
- The 28th regime is a proposed virtual legal jurisdiction in Europe for companies to incorporate.
- It would provide a standardized, seamless access to the European market without being tied to any single country's rules.
Joint Borrowing with Blue Bonds
- Joint European borrowing via 'blue bonds' could replace some national debt and create a common borrowing framework.
- This framework could increase market liquidity and potentially rival US Treasury issuance.