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METABLKBEARISHSubstantive discussion · 3/5

Off-balance-sheet debt obscures true risk

The discussion raised concerns that complex project financing structures (like the BlackRock/Meta data center deal) are designed to keep debt off corporate balance sheets, making it harder for investors to assess true exposure.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
META: Off-balance-sheet debt obscures true risk · Zortix