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GSBEARISHCore thesis · 5/5

Private credit enters forced-selling liquidity crunch

The speaker argued that private credit is entering a structural downturn as fund outflows outpace fundraising, forcing illiquid funds into discounted asset sales and visible price discovery.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
GS: Private credit enters forced-selling liquidity crunch · Zortix