Sep 15, 2025
Samim Ghamami is former SEC economist. Samim returns to the show to discuss the fiscal trajectory of the US, the outlook of interest rates, the US Treasury market’s impact on inflation, potential reforms to the Treasury market and much more.
Check out the transcript for this week’s episode, now with links.
Recorded on August 5th, 2025
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Timestamps
00:00:00 - Intro
00:01:42 - Fiscal Trajectory of the US
00:3:55 - Interest Rates
00:21:28 - Inflation
00:39:53 - Treasury Market Reform
00:48:05 - Outro