Part 2/9:
In this analogy, each block represents critical components of the economic system – from commercial real estate and government spending to consumer credit. As blocks are removed and precariously balanced on top, the foundation of the tower weakens. The illusion of growth—evident in an expanding economy and the stock market hitting all-time highs—belies the underlying instability. Anyone familiar with Jenga understands that the game concludes not with triumph but with collapse. Increasing volatility indicates we are nearing this tipping point, where any one of these critical issues could trigger a cascade that brings the whole system crashing down.