Episode 48

Liquidity, Debt, and Private Credit: Navigating Hidden Dangers in Volatile Markets - 11/22/2025

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November 22nd, 2025

52 mins 50 secs

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retirement planning financial education buying the dip sarbanes-oxley 2008 financial crisis capitalism strategic businesses intel equity stake government investment national debt budget surplus federal reserve policy long position short sale 401k investments public markets regulation lack of transparency hidden danger private credit private equity liquidity risk credit and debt historical parallels 1929 market crash stock market bubble mixed signals bulls and bears growth vs. value jdb indicator advanced declines pe multiples 10-year yield nasdaq s&p 500 market indexes investment volatility

About this Episode

The More for Your Money panel reviewed a volatile week where all four major indexes declined, noting "mixed signals" indicative of a battle between bulls and bears. Guest Todd asserted that the market, by nearly every metric, is currently a bubble built on credit and debt, drawing historical parallels to 1929. A major concern discussed was liquidity risk, specifically identifying private equity/credit as a "hidden evil" due to its lack of regulation and transparency compared to public markets. The panel also debated a listener query regarding the risk of the federal government taking equity stakes in private strategic companies (like Intel) while managing massive national debt.