AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
A Contrarian Macro Thesis
The Macro Trading Floor
Debt Service Ratios and Economic Stress
Exploring the significance of debt service ratios in assessing economic stress during a hiking cycle, with a focus on indicators like mortgage resets, refinancing cliffs, and central bank actions. Highlighting countries facing significant strain such as Korea, Canada, Sweden, Australia, and Switzerland based on their high debt service ratios.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode