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Behind the Curtain: What’s Really Triggering the Next Recession

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Manage episode 492598385 series 2911349
Content provided by David Pelligrinelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Pelligrinelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode Description / Show Notes:

  • This isn’t the first time you’ve heard warnings about a recession—and it won’t be the last. But where is it really coming from?
  • We break down what it actually means to be in a recession—how long it could last, and the deeper reasons behind it.
  • Learn about two underreported news items that highlight the core financial crisis triggering the downturn.
  • Sequoia Capital, a major hedge fund, is advising companies to conserve cash and cut spending—usually a sign of incoming layoffs.
  • Big tech and major companies like Netflix and Carvana have already begun laying off thousands.
  • It’s not just one industry—hedge funds with insight across multiple sectors are signaling trouble.
  • Venture firms are warning their founders that this recession could be longer and more severe than the COVID-19 downturn.
  • Unlike early 2020, when stimulus efforts softened the blow, this time high prices and slashed incomes will combine for a worse outcome.
  • The Federal Reserve is holding $330 billion in unrealized losses and is scaling back on mortgage-backed securities.
  • Their $9 trillion asset portfolio may not be worth its face value, putting strain on the economy at large.
  • As the Fed raises short-term interest rates, their expenses rise while their income shrinks—possibly leading to operating losses.
  • The entire economic “stool”—consumers, corporations, and government—is experiencing higher costs and lower income.
  • If you’re a consumer or business owner, take cues from the smart money: conserve cash, reduce spending, and prepare.
  • Income may shrink, expenses may rise, and job security could waver—so now is the time to plan ahead.
  • This episode gives a high-level but accessible analysis of the signals and patterns that aren't usually discussed in mainstream news.
  • What do you think—does this all make sense? Is there more to the story? Share your thoughts in the comments.
  continue reading

2001 episodes

Artwork
iconShare
 
Manage episode 492598385 series 2911349
Content provided by David Pelligrinelli. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Pelligrinelli or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Episode Description / Show Notes:

  • This isn’t the first time you’ve heard warnings about a recession—and it won’t be the last. But where is it really coming from?
  • We break down what it actually means to be in a recession—how long it could last, and the deeper reasons behind it.
  • Learn about two underreported news items that highlight the core financial crisis triggering the downturn.
  • Sequoia Capital, a major hedge fund, is advising companies to conserve cash and cut spending—usually a sign of incoming layoffs.
  • Big tech and major companies like Netflix and Carvana have already begun laying off thousands.
  • It’s not just one industry—hedge funds with insight across multiple sectors are signaling trouble.
  • Venture firms are warning their founders that this recession could be longer and more severe than the COVID-19 downturn.
  • Unlike early 2020, when stimulus efforts softened the blow, this time high prices and slashed incomes will combine for a worse outcome.
  • The Federal Reserve is holding $330 billion in unrealized losses and is scaling back on mortgage-backed securities.
  • Their $9 trillion asset portfolio may not be worth its face value, putting strain on the economy at large.
  • As the Fed raises short-term interest rates, their expenses rise while their income shrinks—possibly leading to operating losses.
  • The entire economic “stool”—consumers, corporations, and government—is experiencing higher costs and lower income.
  • If you’re a consumer or business owner, take cues from the smart money: conserve cash, reduce spending, and prepare.
  • Income may shrink, expenses may rise, and job security could waver—so now is the time to plan ahead.
  • This episode gives a high-level but accessible analysis of the signals and patterns that aren't usually discussed in mainstream news.
  • What do you think—does this all make sense? Is there more to the story? Share your thoughts in the comments.
  continue reading

2001 episodes

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