Скачать или смотреть The $8.5 Trillion Bank Problem Just Crossed a Critical Line | John AG

JOHN AG:If you want early signals, real-time breakdowns, and clear explanations before the headlines catch up, that’s where this channel focuses first.

This isn’t a single bank story — it’s a structural stress event spreading through the U.S. banking system. In this video, we break down how hidden losses, commercial real estate exposure, and refinancing pressure are converging into a problem that could reach $8.5 trillion when all layers are accounted for.

We walk through what most coverage skips:
how unrealized losses stay hidden, why commercial real estate is fundamentally different from bond stress, how the 2026 maturity wall forces defaults into the open, and why confidence — not headlines — determines how fast a banking issue turns systemic.

This isn’t about panic or predictions. It’s about mechanics: balance sheets, capital, liquidity, refinancing math, and the feedback loop that turns stress into contagion. If you’ve been wondering why banking risk keeps resurfacing in macro conversations, this breakdown connects the dots clearly and calmly.

Understanding structure matters more than reacting to noise. This video gives you the framework to see what’s developing — and what to watch next.


00:00 — The filing nobody paid attention to (why this matters)
01:35 — Hidden losses and the accounting illusion
03:40 — Why this isn’t one bad bank (system pattern)
05:55 — Commercial real estate vs. bond losses (key difference)
08:30 — Office buildings, valuation resets, and permanent damage
11:10 — Retail and multifamily stress most people underestimate
13:20 — The 2026 maturity wall forces reality
15:45 — How losses turn into contagion (digital bank runs)
18:05 — Why $8.5 trillion isn’t a loan-loss number
20:00 — What actually determines how this ends



#BankingCrisis
#CommercialRealEstate
#FinancialSystem
#Liquidity
#Macro