Bulwark Takes
Global EconomyMarket RiskInflation
Markets Rattled, Consumer Sentiment Plunges—While Trump Plays Emperor
Markets are dangerously underpricing global war risks, leading to surging inflation expectations and a looming recession, while systemic fragilities like the AI bubble and private credit markets could compound the crisis.
Explore Insights →
Global EconomyIran WarOil Shock
New Inflation Warnings from Fed; Could Iran War Raise Prices AND Cause Recession?
This episode details a worst-case economic scenario where the Iran war, combined with an AI bubble and private credit risks, could trigger a global recession or depression, leaving policymakers with few effective tools.
Explore Insights →
Want more on recession?
Explore deep-dive summaries and actionable takeaways from the best minds across different podcasts discussing this topic.
View All Recession Episodes→Don't see the episode you're looking for?
We're constantly adding new episodes, but if you want to see a specific one from Bulwark Takes summarized, let us know!
Submit an Episode