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On today’s show, we discuss:

• 200 years of market concentration

• Wall Street's favorite recession indicator is in a slump of its own 

• Amazon is slashing prices on 4,000 grocery items, joining Target and Walmart 

• Data has shown most American households have come out ahead of inflation 

• 80% of Millenials have a mortgage rate under 5% - only 52% of Gen Z borrowers can say the same

• Freddie Mac proposed buying home equity loans

• Commercial real estate in focus 

• High-Yield was Oxy. Private Credit is Fentanyl 

• Private Credit has raised more money than it has returned 

• Canada's Ninepoint halts cash payouts on three credit funds

• Nearly 80% of Americans say fast food is now a luxury because it's become so expensive 

• A finance guru on what the inflation debate gets wrong

• Assets and debts across generations

• Key engines of US Consumer spending are losing steam all at once

• Is consumer spending slowing?

Listen here:

Recommendations:

• Dark Matter 

• Godzilla Minus One 

• Star Wars - The Phantom Menace 

• Star Wars - Attack of the Clones

• The Holdovers

• The First Omen 

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