Episode 67: Five Factors That Could Tip the Scales - 04/04/2026

John Berkley analyzes five key factors shaping the U.S. economy: oil prices, private credit, the AI boom, consumer spending, and the national debt. He explains the shift from traditional IPOs to the "good old boy club" of private equity and shadow banking, using SpaceX as a prime example. Berkley also breaks down fiscal and monetary policy, cautioning against unsustainable debt.