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Prof G Markets · May 22, 2025 · 1 hr 7 min

Why America’s Credit Rating Dropped — ft. Scott Goodwin

Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading private equity stakes at a discount, and Trump’s comments about Walmart raising prices. Then Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, joins the show to break down what investors need to watch in today’s credit markets. He explains why high-grade corporate bonds may now be a safer bet than Treasuries, how to get started investing in credit, and shares his thesis behind buying Twitter’s debt. Subscribe to the Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

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show notes

Scott and Ed discuss Moody’s decision to downgrade U.S. debt, why universities are offloading private equity stakes at a discount, and Trump’s comments about Walmart raising prices. Then Scott Goodwin, Co-Founder and Managing Partner of Diameter Capital Partners, joins the show to break down what investors need to watch in today’s credit markets. He explains why high-grade corporate bonds may now be a safer bet than Treasuries, how to get started investing in credit, and shares his thesis behind buying Twitter’s debt.

Subscribe to the Prof G Markets newsletter 

Order "The Algebra of Wealth" out now

Subscribe to No Mercy / No Malice

Follow the podcast across socials @profgpod:

Follow Scott on Instagram

Follow Ed on Instagram and X

Learn more about your ad choices. Visit podcastchoices.com/adchoices

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