

The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz
Feb 18, 2024
Debating the rising inflation, potential debt Ponzi threat, and comparisons to the 1970s. Insights from Michael Lebowitz on market risks, government stimulus impact, and looming uncertainties. Exploring shelter prices vs. CPI, historical events, COVID-19 influence, and challenges of sustained fiscal stimulus. Market concerns, volatility forecast, financial advisors' advice on economic cycles, risk management, and long-term financial planning.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Navigating Economic Uncertainty and Market Volatility
02:16 • 30min
Analyzing Shelter Prices and CPI Impact
32:40 • 10min
Comparison of Historical Economic Events and Current Impact of COVID-19 on Inflation
42:24 • 5min
Challenges of Sustained Fiscal Stimulus and Rising Debt
47:41 • 15min
Market Concerns and Volatility Forecast
01:02:52 • 2min
Financial Advisors Discuss Economic Cycles and Market Dynamics
01:05:16 • 29min
Guidance on Long-Term Financial Planning and Risk Management
01:34:04 • 4min