If the U.S. securitizes a portion of its assets into a sovereign wealth fund, it would effectively shift from issuing unsecured Treasury debt to issuing secured debt backed by collateral, similar to the 'incumbrance' concept in covered bonds

factualpending

Speaker

Joe Weisenthal

Evidence Quote

it sounds like basically a shift from the US issuing unsecured treasuries to secured debt. And when I hear that, I think back to a term that I used to encounter a lot um when I was covering European covered bonds, incumbrance. like there's a limited amount of collateral that you can put up into a bond

Source

Jim Millstein on the Massive Risks of Any 'Mar-a-Lago Accord' | Odd LotsBloomberg Podcasts
Created: 8/11/2026, 7:46:27 AM

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