📨 Skippy & Doogles Weekly: Student Debt, Private Equity Panic, and Market Madness
🔥 Market Take of the Week
Even Yale needs cash sometimes. The legendary endowment is offloading $6B of private equity — proof that even the best long-term investors need a margin of safety. Meanwhile, student loan repayment struggles are a slow-burning risk for the broader economy.
🎙️ This Week’s Podcast — Episode 225: “Yes Risk, No Rari. Yale’s Fire Sale, Student Debt Mayhem, and YOLO Madness” (Listen: Apple, Spotify)
Skippy and Doogles tackle the big money moves and hidden risks of the week. From Yale’s surprising private equity sale to the messy reality of student loan repayments — plus a new wave of YOLO traders — it’s a masterclass in staying sane (and solvent) while markets get weird.
Yale’s $6B private equity sale: what it says about liquidity risk
Student loan repayment chaos and credit score fallout. NYT piece
Trump’s 100 days interview via Time
The YOLO investing resurgence (hello Bitcoin and triple-levered ETFs). WSJ piece
Why expectations shape happiness — and investing returns. Morgan Housel’s podcast episode
Book recommendations:
Blank Space by W. David Marx (coming out in November)
Reminiscences of a Stock Operator by Edwin Lefèvre
An Immense World by Ed Yong
📊 Investing Insight of the Week
Student loans aren't just a personal finance issue — they're a systemic one. With two-thirds of borrowers behind on payments and $1.6 trillion+ outstanding, the downstream effects on credit markets and consumer spending are just beginning. If borrowers tighten their wallets, expect ripple effects across retail, auto sales, and even housing — sectors where consumer credit health drives earnings.
🚀 Round the Horn
The Nerd Reich…not sure about this one
IMF lowers global outlook
Facebook emails from when it bought Instagram just seem like business
🎯 Get Involved
Got thoughts? Email us at skippydoogles@gmail.com 📧
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