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OWLARESAPOBEARISHCore thesis · 5/5

Private credit a slow-motion trade wreck

The guest framed private credit as a slow-motion wreck with Lehman moment potential, posing reputation risk and potential defaults for sponsors.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
OWL: Private credit a slow-motion trade wreck · Zortix