In the realm of investment, we have two prominent billionaire figures who openly address the significant forthcoming economic challenges. Ray Dalio, a figure whose research on the evolving world order we have frequently referenced, is one of them. The other is Paul Singer. In this video, we will dissect Singer’s recent statement, wherein he expressed, ‘It’s difficult to escape the conclusion that investors may not be as concerned as they ought to be.’ This leads to the question of why such a statement is being made, particularly in light of the mainstream news advocating for a sense of calm. Join us as we unveil the underlying reality, providing you with an informed perspective on the matter. Stay tuned for more insights!

CHAPTERS:
0:00 Problems On The Horizon
1:57 Economist Reduce Recession Odds
3:59 Car Owner Fall Behind
5:13 Consumer Credit Liability
7:19 Jobless Claims Fall
8:13 Rates Selloff
13:40 US Budget Deficit
16:35 Fed Fund Rate
19:34 Paul Singer
22:34 Inflation Remains Stubborn

SLIDES FROM VIDEO:

SOURCES:

https://www.bloomberg.com/news/articles/2023-10-20/economists-boost-us-growth-projections-reduce-recession-odds?cmpid=BBD102023_OUS&utm_medium=email&utm_source=newsletter&utm_term=231020&utm_campaign=openamericas&sref=rWFqAg1Y

https://www.bloomberg.com/news/articles/2023-10-21/high-car-loan-interest-rate-payments-americans-struggle-with-monthly-bills?sref=rWFqAg1Y

https://fred.stlouisfed.org/series/DRCCLACBS

https://fred.stlouisfed.org/series/HCCSDODNS

https://www.bloomberg.com/news/articles/2023-10-19/us-jobless-claims-fall-to-198-000-lowest-level-since-january?cmpid=BBD101923_CUS&utm_medium=email&utm_source=newsletter&utm_term=231019&utm_campaign=closeamericas&sref=rWFqAg1Y

https://www.bloomberg.com/news/articles/2023-10-20/rates-selloff-seeps-through-all-corners-of-the-credit-market?sref=rWFqAg1Y

https://www.marketwatch.com/story/u-s-budget-deficit-swells-to-1-7-trillion-in-fiscal-2023-as-revenue-tumbles-99b978fc

https://fred.stlouisfed.org/series/RESPPLLOPNWW

https://www.bloomberg.com/news/articles/2023-10-19/paul-singer-says-world-more-dangerous-than-markets-pricing-in?cmpid=BBD101923_CUS&utm_medium=email&utm_source=newsletter&utm_term=231019&utm_campaign=closeamericas&sref=rWFqAg1Y

https://www.bloomberg.com/news/articles/2023-10-15/time-is-running-out-for-the-year-of-the-bond-as-losses-mount?sref=rWFqAg1Y

https://econpapers.repec.org/article/eeejbfina/v_3a34_3ay_3a2010_3ai_3a8_3ap_3a1886-1898.htm#:~:text=Looking%20at%20specific%20crisis%20periods,of%20the%20recent%20financial%20crisis.