

What's the consumer debt tipping point?
21 snips Jun 9, 2025
Justin Ho, a correspondent from Marketplace who reports on the bicycle industry, joins to discuss the surprising rise in consumer credit despite economic anxieties. They explore the implications of low unemployment on borrowing habits and the warning signs of potential debt crises. The conversation touches on Warner Bros.' corporate split and how local businesses in Eagle Mountain, Utah, are adapting to economic challenges. The podcast paints a vivid picture of the balancing act between consumer confidence and rising debt pressures.
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WBD Splits Streaming and Cable
- Warner Brothers Discovery will split into streaming-focused and cable-focused companies due to differing growth prospects.
- The move reflects a shift from owning distribution pipes toward focusing on distinct media segments.
Cycling Industry's Pandemic & Tariff Impact
- The bicycle industry experienced a pandemic boom, then a slump, and new tariff challenges.
- Revel Bikes closed but was resurrected with a direct-to-consumer model to navigate tariff uncertainties.
Scaling Production to Cut Costs
- Stinner Frameworks expanded from custom bike frames to mass production to stay competitive.
- Investing in automation helps lower costs to better compete with Asian manufacturers.