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BULLISHCore thesis · 5/5

Asset-backed finance expands beyond corporate sponsor lending

The speaker argued that private credit is expanding globally beyond traditional sponsor-backed corporate lending into asset-backed finance, driven by structural bank disintermediation and regulatory shifts.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Asset-backed finance expands beyond corporate sponsor lending · Zortix