Opis epizode
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This segment is a tour of financial fragility: Pellet criticizes stock buybacks funded by cheap debt, arguing they can create a misleading picture of “value” while rates rise and refinancing becomes painful.
He claims unrealized losses in the banking system have grown sharply since 2008, and adds that commercial real estate debt is sitting on a fault line — especially if recession reduces demand for office space. His bottom line: the system looks stable only if you refuse to look closely.
Full episode: https://www.youtube.com/playlist?list=PLJTy3oXCzHShsVuJ-zfiGnx96nuR-BNWB
WEB: https://slobodnipodcast.hr/2025/04/13/slobodni-podcast-111-thierry-laurent-pellet-maga-ili-sarn-spasimo-ameriku-odmah/