Putting the US Debt into Perspective | Ken Fisher | Fisher Investments [2019]

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The idea of debt is scary to a lot of people, especially when it amounts to several trillion dollars. Investors have long feared rising US debt—and debt in some European countries—but it may not be as much of an imminent threat as many suggest. The truth is, most people think about national debt incorrectly. In this video, Fisher Investments’ founder, Ken Fisher, explains why looking at debt as an absolute number can be misleading. When looking at debt relative to a previous level, it may rise but that may not necessarily be bad or risky. To properly weigh the probability that sovereign debt becomes an issue, investors need to scale debt and there are multiple ways to do so. One way is to consider a country’s ability to pay off that debt—measure its income versus debt interest payments. When you weigh current US government interest expense against US government tax revenue, the US seems more than capable of affording its debt. Many countries and companies have higher debt levels today than in previous decades due to the current interest-rate environment. Debt today is much cheaper than it was 20 or 30 years ago, and that means borrowers can cheaply lock in long-term financing at fixed rates.

To learn more about Fisher Investments, visit us here. https://fisherinvestments.com

If you missed Ken explaining the index of Leading Economic Indicators (LEI), watch it here. https://youtu.be/dY8wUmJR5-o

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