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SECTOR ETFXLKQQQBEARISHIn depth · 4/5

Zortix matched this thesis to Technology ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

Private credit faces AI-driven disruption cycle

The guest argued that private credit, particularly direct lending to software and asset-like businesses, faces a coming credit cycle and will see greater losses due to AI-driven industry transformation.

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The story so far
CONTESTED · 147 MENTIONS · 87 EPISODES · 31 SHOWS
24 JUL 2025 — 16 AUG 2026 · 2D AGO
79 SUPPORT · 33 CHALLENGE · 2 REPEAT · 33 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    THE ACQUIRERS PODCAST
  2. 45 EPISODES BETWEEN · 77 MENTIONS · 27 NOT KEPT
    1. 27 EPISODES NOT SHOWN
    2. 10 FEB 2026
      THE INSIGHT BY OAKTREE CAPITAL · 3 MENTIONS
    3. 10 FEB 2026
      THE LONG VIEW
    4. 11 FEB 2026
      ANIMAL SPIRITS · 2 MENTIONS
    5. 17 FEB 2026
      THE JULIA LA ROCHE SHOW
    6. 25 FEB 2026
      THE COMPOUND AND FRIENDS · 2 MENTIONS
    7. 25 FEB 2026
      ANIMAL SPIRITS
    8. 28 FEB 2026
      THE JULIA LA ROCHE SHOW
    9. 4 MAR 2026
      THE COMPOUND AND FRIENDS · 2 MENTIONS
    10. 4 MAR 2026
      ANIMAL SPIRITS
    11. 4 MAR 2026
      THE ALPHA EXCHANGE
    12. 6 MAR 2026
      FORWARD GUIDANCE
    13. 6 MAR 2026
      THE COMPOUND AND FRIENDS · 2 MENTIONS
    14. 7 MAR 2026
      THE POMP PODCAST
    15. 7 MAR 2026
      THE JULIA LA ROCHE SHOW
    16. 11 MAR 2026 · CHALLENGES
      ANIMAL SPIRITS · 4 MENTIONS
    17. 16 MAR 2026
      REAL VISION DAILY BRIEFING
    18. 17 MAR 2026
      THE KNOWLEDGE PROJECT
    19. 17 MAR 2026
      THE COMPOUND AND FRIENDS · 3 MENTIONS
    20. 18 MAR 2026
      THE POMP PODCAST
    21. 19 MAR 2026 · CHALLENGES
      THE ACQUIRERS PODCAST
    22. 19 MAR 2026
      EXCESS RETURNS · 2 MENTIONS
    23. 19 MAR 2026
      MACROVOICES
    24. 20 MAR 2026 · CHALLENGES
      BUSINESS BREAKDOWNS · 3 MENTIONS
    25. 20 MAR 2026
      THE COMPOUND AND FRIENDS
    26. 23 MAR 2026 · CHALLENGES
      GOLDMAN SACHS EXCHANGES · 6 MENTIONS
    27. 24 MAR 2026
      THE MEMO BY HOWARD MARKS · 2 MENTIONS
    28. 25 MAR 2026
      ANIMAL SPIRITS
    29. 26 MAR 2026
      THE RATIONAL REMINDER PODCAST · 3 MENTIONS
    30. 26 MAR 2026
      EXCESS RETURNS · 3 MENTIONS
    31. 29 MAR 2026
      MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
    32. 30 MAR 2026
      CAPITAL ALLOCATORS · 4 MENTIONS
    33. 31 MAR 2026
      THE JULIA LA ROCHE SHOW
    34. 31 MAR 2026
      GOLDMAN SACHS EXCHANGES
    35. 31 MAR 2026
      THE ALPHA EXCHANGE
    36. 1 APR 2026
      ANIMAL SPIRITS
    37. 3 APR 2026
      FORWARD GUIDANCE
    38. 6 APR 2026
      ANIMAL SPIRITS
    39. 6 APR 2026
      THE COMPOUND AND FRIENDS · 3 MENTIONS
    40. 8 APR 2026
      ANIMAL SPIRITS
    41. 8 APR 2026
      MONETARY MATTERS WITH JACK FARLEY · 3 MENTIONS
    42. 9 APR 2026
      THE MEMO BY HOWARD MARKS
    43. 13 APR 2026
      FINTECH INSIDER PODCAST BY 11:FS
    44. 18 APR 2026
      MONETARY MATTERS WITH JACK FARLEY
    45. 21 APR 2026
      THE JULIA LA ROCHE SHOW
    46. 21 APR 2026
      THOUGHTFUL MONEY
  3. 22 APR 2026
    GOLDMAN SACHS EXCHANGES
    • Private credit faces AI-driven disruption cycle · THIS IDEA
  4. 7 EPISODES BETWEEN · 7 MENTIONS
    1. 24 APR 2026 · CHALLENGES
      THE BUSINESS BREW
    2. 22 JUL 2026 · 4W AGO
      EURODOLLAR UNIVERSITY
    3. 23 JUL 2026 · 4W AGO
      THE JULIA LA ROCHE SHOW
    4. 26 JUL 2026 · 3W AGO
      THOUGHTFUL MONEY
    5. 26 JUL 2026 · 3W AGO
      MOTLEY FOOL MONEY
    6. 31 JUL 2026 · 3W AGO
      ODD LOTS
    7. 5 AUG 2026 · 2W AGO
      CAPITAL ALLOCATORS
  5. 7 AUG 2026 · 2W AGO
    EURODOLLAR UNIVERSITY · 2 MENTIONS
  6. 9 AUG 2026 · 1W AGO
    EURODOLLAR UNIVERSITY
  7. 11 AUG 2026 · 1W AGO
    THE COMPOUND AND FRIENDS
  8. 12 AUG 2026 · 6D AGO
    EURODOLLAR UNIVERSITY
  9. 15 AUG 2026 · 3D AGO
    THE JULIA LA ROCHE SHOW · 2 MENTIONS
  10. 16 AUG 2026 · 2D AGO
    MONETARY MATTERS WITH JACK FARLEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE