Managing Debt: Callable Loans, Refinancing, and Sovereign Debt

Objective: 
Students will analyze the concepts of callable loans, refinancing, and sovereign debt, exploring how these financial instruments impact borrowers and lenders in terms of risk, strategy, and long-term economic implications. 

Materials Needed: 

  • Handouts defining callable loans, refinancing, and sovereign debt with real-world examples. 

Lesson Steps: 

1. Introduction (10 minutes): 

  • Define callable loans: Loans where the lender has the right to demand repayment before the maturity date. 
  • Define refinancing: The process by which borrowers replace an existing loan with a new loan, often to secure better terms (e.g., lower interest rates). 
  • Define sovereign debt: Debt issued by national governments, often used to finance public spending. 
  • Explain how these tools interact, using a government or corporation’s perspective to illustrate strategic borrowing and repayment decisions. 

2. Viewing Clip (5 minutes): 

  • Set the context: Discuss how callable loans give lenders power and create urgency for borrowers to act strategically. 

3. Group Discussion (15 minutes): 

  • Divide students into small groups to discuss: 
  • How does the Iron Bank’s callable loan impact Cersei’s financial decisions? 
  • Why might lenders prefer callable loans, and how do they manage risk? 
  • How does refinancing benefit borrowers like Cersei, especially in sovereign debt situations? 
  • What are the risks of default for sovereign borrowers, and how does it affect their reputation and ability to borrow in the future? 

4. Concept Application (20 minutes): 

  • Case Study Analysis: 
  • Provide real-world examples of callable loans and refinancing: 
  • Callable bonds in corporate finance. 
  • Sovereign debt refinancing during economic crises (e.g., Greece during the Eurozone crisis). 
  • Students analyze: 
  • The benefits and risks of callable loans for both lenders and borrowers. 
  • Why refinancing can be a critical tool for managing debt. 
  • The impact of default on sovereign credit ratings and borrowing costs. 
  • Highlight parallels to Cersei’s situation, emphasizing the strategic use of funds and repayment timing. 

5. Wrap-Up and Reflection (10 minutes): 

  • Summarize key takeaways about callable loans, refinancing, and sovereign debt: 
  • Callable loans provide flexibility for lenders but create uncertainty for borrowers. 
  • Refinancing is a strategic tool to improve debt terms or extend repayment periods. 
  • Sovereign debt carries unique risks, including the impact on national reputation and global markets. 
  • Pose a reflective question: How do these financial tools balance the power dynamics between borrowers and lenders? 

5. Activity or Homework (15 minutes): 

  • Federal Government Debt Management 
  • Place students into the role of a finance manager at the U.S. Treasury. 
  • Ask students to do the following: 
  • Find the current level of the federal debt. 
  • Research how the federal government arranges the loans to finance their activities (by issuing bonds, notes, bills). 
  • Students should then relate the refinancing of callable loans in the clip to the method the federal government uses to refinance its debts (rolling over bonds). 
  • Ask students about the implications for the need to ever fully pay off the federal debt, and if there is a practical borrowing limit for government borrowing. If there is a limit, who imposes it?