Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
NCI: US Consumer: Debt Boom & Inflation Squeeze w/ William Black
00:00 Welcome to Non Consensus Investing with Ram Ahluwalia
00:27 Introducing Will Black: A Deep Dive into U.S. Consumer Credit
01:25 The Paradox of the U.S. Consumer's Financial Health
05:02 Exploring the Impact of Pandemic Mortgage Refinancing
05:44 Delinquencies on the Rise: Analyzing the Causes
12:36 The Role of Subprime Borrowers and Underwriting in Credit Trends
19:23 The Unseen Impact of Student Loan Debt Resumption
21:22 Deconstructing the Biden Administration's Student Loan Relief Proposal
25:05 Unsecured Personal Loans: A Risky Business?
35:53 Credit Card Companies and the Rising Tide of Delinquencies
38:04 Exploring the Limits of Growth and Economic Cycles
39:30 The Uncharted Territory of Buy Now, Pay Later Services
43:34 Auto Insurance: Inflation and Tesla's Unique Challenges
50:22 The Impact of Global Competition on Manufacturing and EVs
55:43 Capital One's Acquisition of Discover: A Strategic Move?
57:50 The Future of Credit Card Networks and Interchange Fees
01:08:30 Closing Thoughts and Future Directions
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