SpaceX went public at 1.75 trillion dollars while losing almost 5 billion a year. The same setup has trapped buyers for 400 years.
On June 12, 2026, SpaceX became the largest IPO in history and the sixth most valuable company in America, popping 19 percent on day one. This video uses a framework called the Inclusion Exit to show what is really holding that price up, why the S&P 500 forced buying everyone expects is blocked for at least a year, and why the lockup expiry matters more than the rockets. From the Dutch East India Company in 1602 to Saudi Aramco in 2019, the pattern is the same, and it lands directly on your decision about whether to buy now or wait.
from Volumes Untold https://www.youtube.com/watch?v=a2ZzSSR6drY
Monday, 15 June 2026
Wednesday, 10 June 2026
Private Credit Has Hit Every Warning Sign From 2008
Everyone is watching oil. But the real threat to the global economy is a $3.5 trillion lending market that most people have never heard of. It is called private credit, and it meets every condition that preceded the last financial crisis.
In this video, I introduce The Three Condition Test, a framework that identifies the three structural conditions present before every shadow market collapse in modern history: Opacity, Leverage Layering, and the Liquidity Trap. Using data from the IMF, the Federal Reserve Bank of Boston, and Moody's Analytics, I show that private credit in 2025 checks all three boxes.
What you will learn:
- What private credit is and how it grew from $300 billion to $3.5 trillion in 15 years
- Why banks that were supposed to be protected by 2008 reforms now have $500 billion of exposure to private credit
- The IMF finding that 40 percent of private credit borrowers have negative operating cash flow
- How to check whether your pension or retirement account has private credit exposure
- The Three Condition Test: a reusable framework for identifying shadow market risk
Sources referenced in this video:
- IMF Global Financial Stability Report, April 2024 and April 2025
- Federal Reserve Bank of Boston, Current Policy Perspectives, May 2025
- Alternative Credit Council / AIMA, Financing the Economy 2025
- McKinsey Global Private Markets Review, 2024
- Moody's Analytics, Private Credit and Systemic Risk, June 2025
Disclaimer: This video is for educational and informational purposes only. It is not financial advice. Always consult a qualified financial advisor before making investment decisions.
If this analysis helped you understand the forces that move your money, subscribe for more data-driven frameworks on macroeconomics and monetary systems.
from Volumes Untold https://www.youtube.com/watch?v=R27wA5WVxnU
from Volumes Untold https://www.youtube.com/watch?v=R27wA5WVxnU
Tuesday, 2 June 2026
China Is Selling US Debt to Avoid Japan's 1985 Fate. Your Mortgage Rate Is the Bill
China has already removed $525 billion in Treasury demand. Your mortgage rate is tethered to that number. Here is the mechanical link from Beijing to your monthly payment.
This video documents the Buyer of Last Resort Spiral, a four century pattern in which a reserve currency loses its foreign funding base. From the British sterling collapse of 1967 to the Continental currency of 1781, the mechanism is the same: foreign buyers exit, long term yields rise, mortgage rates follow, and the central bank prints money to fill the gap. The United States faces a $9 trillion refinancing wall in 2025–2026 with China already selling. The arithmetic is not ambiguous. Watch to understand the four mechanical links that connect a Beijing reserve manager’s keyboard to your kitchen table.
Sources: Treasury International Capital (TIC), Federal Reserve research, Bank for International Settlements (BIS), World Gold Council, Bernanke 2005 speech transcript
from Volumes Untold https://www.youtube.com/watch?v=i_yF11B7QQA
from Volumes Untold https://www.youtube.com/watch?v=i_yF11B7QQA
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