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14 results for “economic ripples”
have been climbing to a point where they're higher now than they've been at any point. I mean, some metrics, they're above where they were in 2008, 2009 at their prior peaks. Now there's some apples to apples issues there. Yeah. But you'll see those
9:34 / 10:45
from transcript9:34 – 10:45
spreads are tight, although you correctly noted that they're not on the types of the year anymore. They're starting to widen. I think jump on spreads are up by about 30 or 40 basis points. And, yes, spreads have remained tight for a long time. But on
10:24 / 11:41
from transcript10:24 – 11:41
of this spread that can't fully be explained by default. Yeah. So so the default, like you said, is, like, a a little under 6%. Yeah. Then I'll just I'll I'll mention it. So defaults do spike in bad times. So we estimate using kind of the cross secti
22:59 / 24:30
from transcript22:59 – 24:30
“America's debt crisis reaches breaking point with unsustainable fiscal trajectory”
Singapore, a 176, Venezuela, a 164. The Greeks, one fifty four, UK, 94. Twenty years ago, our debt to GDP was but 60%. Here's a direct quote from the report. The fiscal trajectory is not sustainable.
33:48 / 34:23
market insight33:48 – 34:23
a lot of people always talk about, hey. When inflation kicks in, it disproportionately impacts lower income households because the cost of bread, the cost of milk, etcetera, you know, it's not like high income people buy milk that's a 100 times more
31:52 / 33:26
from transcript31:52 – 33:26
“US debt exploding to $56 trillion by 2034, Social Security crashes in 2032”
that's nearly 6% of GDP, much higher than the 3% GDP target we heard from, Scott Besson on this podcast. Social Security, we talking about that before Freeburg. Trust runs out in 2032, one year earlie
33:00 / 33:33
market insight33:00 – 33:33
was kicking in in a big way, was that those that were initially impacted and who were showing the biggest rises were the lower income households. Right? So for the first sort of, you know, six months, nine months, that was the group that was seeing t
30:37 / 31:46
from transcript30:37 – 31:46
...period of economic weakness, losses will go up and there'll likely be some disappointment. I I I think that's the best way to categorize it. And then I think the second important point when you look at markets in a longer term historical context is t
46:30 / 47:32
from transcript46:30 – 47:32
...economic situation. It's relevant to the kind of, like, what I think of as, like, a silent financial crisis that's happening for the vast majority of families in The United States,
18:45 / 19:46
from transcript18:45 – 19:46
So therefore, if they could own more treasuries, instead of receiving an interest rate swaps to get a little bit more duration to hedge other things, they could buy treasuries outright instead. So most people, both strategists as well as market parti
12:45 / 13:52
from transcript12:45 – 13:52
is more technologically driven, perhaps more nuanced. Talk to us about what you do differently versus, you know, a credit card company or a bank or someone like that. Sure. And you're pulling in a thread that's gonna take a long time to unwind. I'll
10:31 / 11:35
from transcript10:31 – 11:35
where they're requiring auto payments, which most of the companies are, those late fees are less likely to be incurred. Sure. But I think the the sort of relevant thing is to understand how much people are paying overall in excess fees and interest f
26:58 / 28:11
from transcript26:58 – 28:11
Investment grade spread is not even 80 basis points now on top of it. High yield spread's under 3%. Like, how the hell do we get to 23%? Yeah. When you hear this number, 23% Yeah. And you think about the fact that credit card users can be decomposed
10:30 / 11:53
from transcript10:30 – 11:53
to start this program. Because they do this, they do the drop in Fresno, 65,000 unsolicited cards go out to unsuspecting consumers. Fraud is out of control. $20,000,000 of fraud within the first pilot program. 22% of the credit that they issued to th
32:15 / 33:23
from transcript32:15 – 33:23
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