Lupin Rahman: What Investors Still Get Completely Wrong About Sovereign Debt

In this episode of The Blunt Dollar, I sit down with Lupin Rahman, a leading voice in sovereign debt and emerging markets, with over 25 years of experience spanning institutions like the IMF and World Bank to the investment world at PIMCO. We dive deep into how sovereign debt really works behind the scenes, what investors consistently misunderstand, and why today’s macro environment is changing the rules of the game. Lupin shares her unique perspective from both policymaking and portfolio management, offering a rare look into how markets, politics, and credibility collide in real time.💡 From IMF models to market reality💡 Why fundamentals don’t always drive returns💡 How sovereign debt shifted from shock absorber to risk transmitter💡 Early warning signs of a sovereign crisis most investors miss💡 What separates great sovereign debt investors from the restIf you like macro, fixed income, and real-world insights from inside global markets, this one's for you.Oh, and if you haven't already... subscribe to The Blunt Dollar for more raw and honest finance conversations.New episodes drop every other week! Available on Spotify, Apple Podcasts, and wherever you get your podcasts.And last, but not least, don't forget to follow me on LinkedIn: https://www.linkedin.com/in/ignacio-ramirez-moreno-cfa/Enjoy the episode!Disclaimer: This podcast is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. Listeners should consult a qualified financial professional before making any financial decisions.