Not enough disagreement in the transcripts to form camps. These are the positions taken by people with demonstrated expertise on this topic first, then by how many people heard them on it, then by VoiceRank.

Michael BatnickhostUnrated

Household debt as a percentage of GDP has decreased significantly over the last 15 years, indicating that the consumer has successfully deleveraged.

“Household debt as a percentage of GDP has gone down in a meaningful way. The consumer has delevered over the past 15 years.”

The Compound · Jan 2026 · 1 episode · 19K views on this topic

Positions are extracted from transcripts by a model and may misattribute who said what. Every quote links to the episode it came from.