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Who Owns America? Foreign Capital, China’s Strategy & the Private Equity Squeeze
Manage episode 478214985 series 2875588
Foreigners own net $30 trillion in U.S. assets—should we be worried? Skippy & Doogles go deep on America’s financial entanglements, who holds our debt, and why global capital might be looking for the exit. Then they unpack the China standoff, how trade narratives are twisting, and what private equity’s "perfect storm" means for markets. Banter included. Charts not required.
In this episode:
- Who really owns U.S. debt—and why it's less scary than headlines suggest
- The “De-Americanization” of global capital: trend or tantrum?
- Why China’s calling itself a “safe haven” (and yes, we’re side-eying that too)
- The private equity bubble: what happens when no one's buying?
- Inflation, leverage, and Powell’s impossible job
Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
253 epizódok
Manage episode 478214985 series 2875588
Foreigners own net $30 trillion in U.S. assets—should we be worried? Skippy & Doogles go deep on America’s financial entanglements, who holds our debt, and why global capital might be looking for the exit. Then they unpack the China standoff, how trade narratives are twisting, and what private equity’s "perfect storm" means for markets. Banter included. Charts not required.
In this episode:
- Who really owns U.S. debt—and why it's less scary than headlines suggest
- The “De-Americanization” of global capital: trend or tantrum?
- Why China’s calling itself a “safe haven” (and yes, we’re side-eying that too)
- The private equity bubble: what happens when no one's buying?
- Inflation, leverage, and Powell’s impossible job
Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
253 epizódok
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