Samim Ghamami

In this discussion, guest Samim Ghamami, a former SEC economist, dives deep into the U.S. fiscal trajectory and its implications for interest rates and inflation. He highlights how rising public debt and demographic shifts challenge financial stability. Ghamami also explores how trade wars and corporate investment strategies affect long-term interest rates. The conversation wraps up with proposed Treasury market reforms and the critical need for a balanced budget to ensure economic resilience.

Economist Samim Ghamami, a finance professor at NYU and former Goldman Sachs advisor, candidly discusses the current economic climate. He highlights the Fed's struggle against persistent inflation and a weakening labor market. The conversation examines the implications of Congress's spending spree and the potential for stagflation. Ghamami also dives into the future of treasury markets, stressing the need for reforms and collaboration between the Fed and Treasury to maintain market stability amid these growing challenges.

Join Samim Ghamami, a Senior Economist at the U.S. Securities and Exchange Commission, as he dives into the booming private credit market, now worth over $2 trillion. He discusses the systemic risks tied to this rapidly expanding sector and how it impacts middle-market lending, private equity, and emerging markets like real estate. Samim also addresses the challenges of transparency and the regulatory landscape in the wake of the COVID pandemic, emphasizing the need for updated policies to stabilize financial systems.