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MCOSPGIBULLISHCore thesis · 5/5

Credit rating agencies' durable oligopoly

The guest argued that credit rating agencies like Moody's and S&P have an extremely resilient business model because they provide a necessary, legally enshrined 'language of credit,' not just credit analysis.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE