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APOMFICOWLBEARISHCore thesis · 5/5

Private credit liquidity and redemption contagion risks

The speaker argued that escalating investor redemption requests in non-traded private credit funds signal growing distrust in asset valuations and a structural shift toward negative net flows and credit cycle downturns.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
APO: Private credit liquidity and redemption contagion risks · Zortix