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HSBCBEARISHCore thesis · 5/5

Private credit bubble echoes 2008 behavior

The speaker argued the private credit market exhibits bubble behavior reminiscent of 2008, characterized by widespread lack of due diligence, complex hidden leverage, and a focus on deal volume over credit quality.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE