Contractors represent the largest initial recipients of small business loans, but this is problematic because contractors need bridge financing and will be fine, whereas housing will suffer severe, prolonged decline due to demand collapse and other structural factors.

causalpending

Speaker

Danielle

Evidence Quote

the vast majority of the initial recipients of these small business loans are contractors but housings gonna be in the in the pisser for a very long time [14:02]

Source

Danielle DiMartino Booth: "Recession Coming? The Fed’s Endgame" (Hedgeye Investing Summit)Hedgeye
Created: 8/11/2026, 12:48:35 AM

My Notes

Loading notes...