Скачать или смотреть Final Margin Call: When the Super - Cycle Ends

1. The Debt-Fueled Super-Cycle

A forty-year period of growth driven by globalization, falling interest rates, and expanding leverage inflated asset prices and created the illusion of permanent prosperity, especially for U.S. stock and housing markets.

2. Signs of Structural Breakdown

Rising interest rates, an inverted yield curve, widening credit spreads, and persistent commodity inflation signal the end of cheap money and the onset of systemic financial stress.

3. The Deleveraging Mechanism

Falling asset values trigger margin calls, forced liquidations, credit contraction, and cascading liquidity shortages, threatening the stability of banks, markets, and the real economy.

4. Household and Social Impact

Middle-class wealth tied to housing and retirement accounts erodes, affordability collapses, debt burdens rise, and social cohesion weakens as the “American Dream” proves to be highly leveraged.

5. Policy Trap and Institutional Limits

The Federal Reserve and government face a dilemma between inflation control and debt sustainability, with traditional tools like QE and rate cuts losing effectiveness.

6. Macroeconomic Reset

The system shifts from efficiency and leverage toward lower growth, higher volatility, re-localization, and a renewed focus on real production and economic resilience.


Timeline ⏰
00:00 - Introduce
01:03 - Final Margin Call: End of Debt Super-Cycle
03:12 - The Final Margin Call of Cheap Money
05:16 - The Deleveraging Spiral and Cascading Margin Calls
07:00 - When Super-Cycles End: Global Lessons in Deleveraging
08:45 - Wealth Erosion and the End of the American Dream
10:23 - The Policy Trap: When Monetary Rescue Fails
11:59 - Personal Survival After the Leverage Era Ends
13:39 - Final Margin Call: End of Financial Illusions
15:10 - Macroeconomic Reset: From Global Efficiency to Local Robustness
16:40 - New Ledger: Accountability After the Final Margin Call
18:01 - Outro


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