What Q1 Taught Us: Tariffs, Stagflation & The Market Reset
RiskReversal Pod
00:00
Economic Indicators: Housing and Semiconductor Sector Weakness
This chapter examines troubling credit metrics from the Federal Housing Administration that suggest a potential economic slowdown. It also highlights the significant downturn in the semiconductor sector, particularly with companies like NVIDIA and Qualcomm, raising concerns about the broader economic implications.
Transcript
Play full episode
