WARNING: This Recession Will be WORSE than 2008.
Opinions
META (stock, NASDAQ)
The company is potentially laying off up to 15,000 people and is using off-balance-sheet private credit deals with cancellation rights, suggesting caution about future AI growth.
OWL (stock, NYSE)
The speaker states the company, a private credit firm funding Meta's data centers, is 'absolutely cratering' with its stock declining 65% from $25 to $8.73.
SPX (index)
Yardini warns a contrarian buy signal may fail due to the highest number of put options since 2021 and the market potentially underpricing the risk of the war with Iran.
Topics
Prediction of a new financial crisis
Recession risk indicators
Market sentiment and options trading
The role of private credit in the economy
Artificial Intelligence (AI) development and investment
Geopolitical risks impacting markets
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