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Hedge Funds Want the Equity in Your Home, feat. Tacora Capital Founder Keri Findley
Send us Fan Mail In this episode we dig into the state of the American consumer's balance sheet, which on paper isn't broke but is increasingly "boxed in." We walk through eye-opening Federal Reserve data: total household debt hit an all-time high of $18.8 trillion in Q1 2026 (up $4.6 trillion since pre-COVID), credit card balances peaked at $1.25 trillion with rates north of 20%, and while headline wages are up roughly 32% since 2020, real inflation-adjusted earnings have grown just 2-3% against housing, insurance, and grocery costs that have surged 60-80%. The result is a deepening K-shaped…
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