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SECTOR ETFTLTIEFBEARISHCore thesis · 5/5

No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.

Private equity faces a distribution and refinancing crisis

The guest argued that private equity is in a vicious cycle where falling distributions trap capital, shrinking fundraising reduces exit opportunities, and a large portion of portfolio companies are cash flow negative and struggling to refinance.

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Private equity faces a distribution and refinancing crisis · Zortix