Marketplace All-in-One What's the consumer debt tipping point?
Jun 9, 2025
Justin Ho, a Marketplace reporter with a keen eye on the bicycle industry and tariffs, dives into the alarming rise in consumer debt, which surged by $17.9 billion in April. He discusses how low unemployment keeps payment woes at bay, yet warns of potential tipping points for debtors. The podcast also tackles Warner Bros.' corporate split amidst media shifts and delves into Eagle Mountain's unique homegrown businesses that highlight changing economic dynamics. It's a blend of cautionary tales and entrepreneurial spirit!
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Warner Brothers Strategic Split
- Warner Brothers Discovery is splitting into two entities: one for streaming and studios, another for global networks like CNN and TNT.
- This reflects a strategic shift from owning both content and distribution pipes to focusing separately on growth and stability sectors.
Revel Bikes' Pandemic Bounceback
- Revel Bikes faced a cash crunch due to borrowing before demand slumped and uncertainty from tariffs.
- The founder restarted the company, shifting to direct-to-consumer sales and shipping internationally to hedge tariff risks.
Consumer Debt Trends Spring 2024
- Consumer credit rose sharply in April, driven by increased credit card spending despite economic anxieties.
- Low unemployment supports spending, but delinquencies are rising mainly among lower credit and income groups, signaling stress.