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OWLBXCGAPOARESKKRBEARISHCore thesis · 5/5

Private credit faces a pre-crisis reckoning

The discussion, citing Jamie Dimon and Lloyd Blankfein, argued parallels to the pre-2008 period, with concerns about sloppy underwriting, a tidal wave of capital, and illiquidity creating a potential crisis, especially in software loans.

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OWL: Private credit faces a pre-crisis reckoning · Zortix