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SECTOR ETFXLFVFHBEARISHCore thesis · 5/5

No single ticker was named. Banks & financials ETFs are one way for retail investors to get exposure. Not a recommendation.

Private credit faces worsening liquidity and markdowns

The private credit sector is experiencing an accelerating downswing characterized by institutional runs, NAV markdowns, and severe illiquidity.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Private credit faces worsening liquidity and markdowns · Zortix