ExclusivePODCAST 02: A WARNING FROM THE CREDIT WORLD AND THE NEW ORDER OF REAL ASSETS

The sweet lie of the stock market. Most investors today are hypnotized by the dazzling heights of the S&P 500 index, which is currently trading just 5% away from its historical peak. But at Unseen Ledger, we do not look at the surface. Look at the credit market – the true lifeblood of the economy. The bond market is screaming a warning: The CDX index (measuring credit default swap spreads) has climbed to its highest level in the past 9 months. This divergence (stocks hitting a peak while credit risks soar) is not random noise. Over the past 20 years, every time this signal has appeared, a bear market has followed with a 100% accuracy rate. History has proven: This signal appeared in 2007 (before the worst crisis since the Great Depression), in 2015, and most recently in 2022 when the FED increased interest rates, causing the S&P 500 to evaporate by 25%.