Everything Is Breaking At Once: Jobs, Housing, Private Credit, and the Fed's Dead End

This episode is what happens when the economy shows up looking polished, but the mascara is running. Chris, Saied, and Rajeel break down the slow-motion mess unfolding across jobs, housing, private credit, and the Fed, while war, oil, and rate pressure lurk in the background like a tab nobody wants to pick up. It’s part macro breakdown, part group therapy, part comedy special... and somehow still one of the clearest explanations of why everything feels like it’s breaking at once.

💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?

This episode is proudly brought to you by Fridays.

Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.

📩 NEWSLETTER: https://tr.ee/O6FWkv

👕 THS MERCH: http://www.thspod.com

🔗 Resources:

Federal judge quashes subpoenas of Fed Chair Jerome Powell (CNN)

Nonfarm Payroll Revisions — January 2026 Data (The Kobeissi Letter via X)

Lennar Q1 2026 Gross Margins are Lowest Since 2009 (Lance Lambert via X)

Housing Affordability Collapse: February Home Sales Hit 17-Year Low (Nick Gerli1 via X)

US Strategic Petroleum Reserve Hits Lowest Level Since the 1980s (The Kobeissi Letter via X)

Deutsche Bank Highlights Private Credit Risks as Portfolio Grows (Reuters via X)

⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.