DEFAULT WAVE CONFIRMED: The $1.7 Trillion Bubble That Just Popped скачать в хорошем качестве

DEFAULT WAVE CONFIRMED: The $1.7 Trillion Bubble That Just Popped

DEFAULT WAVE CONFIRMED: The $1.7 Trillion Bubble That Just Popped It’s not coming. It’s here. In the first six weeks of 2026, $1.7T in corporate debt moved into technical default/distress conditions. In this video, I break down what’s defaulting, why it’s happening right now, where the pressure is concentrated, how contagion spreads through banks/credit markets, and the three asymmetric positions investors are using to prepare. Watch to the 15-minute mark for a concrete allocation framework being used by institutional investors. When you hear it, comment “ALLOCATED” so I know you’re locked in. What you’ll learn The data points driving the corporate credit stress narrative Which sectors are getting hit hardest (and why) How the “maturity wall” turns refinancing into a solvency event Where the losses land (banks, HY funds, pensions, CLOs) 3 positioning ideas designed for asymmetric upside The signals that tell you whether this is accelerating Not financial advice This video is for educational and informational purposes only. I’m not your financial advisor. Do your own research and consider speaking with a qualified professional before making investment decisions. Chapters 00:00 The wave is here 01:10 What “technical default/distress” includes 03:05 Sector breakdown: where defaults are concentrated 06:40 Why this is happening now: the maturity wall 10:05 Refinancing math: how rates break cash flow 12:20 Why the Fed can’t “fix” spreads overnight 14:10 Historical parallel: 2001–2002 and what’s different now 17:05 Who’s holding the bag: banks, HY ETFs, pensions, CLOs 21:30 Positioning play #1: senior secured distressed debt 23:55 Positioning play #2: short HY credit / long Treasuries (pairs trade) 26:05 Positioning play #3: precious metals & hard assets 27:30 Bonus: cash as optionality + the key acceleration signals If you want sources / tracking list Drop a comment: “DATA” and I’ll pin a checklist of what to monitor weekly (default rates, spreads, CLO pricing, bank stress indicators). 👍 If you found this useful, hit like so this doesn’t get buried. 🔔 Subscribe for updates as the credit cycle unfolds. #creditcrisis #corporatedebt #highyield #markets #investing #macroeconomics