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TLTIEFBEARISHSubstantive discussion · 3/5

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

Private credit faces rising redemption risks

Private credit funds face mounting default risks and liquidity gates as corporate borrowers struggle with high interest rates, rising input costs, and slowing demand.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Private credit faces rising redemption risks · Zortix