What Q1 Taught Us: Tariffs, Stagflation & The Market Reset
RiskReversal Pod
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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.
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Transcript
