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BXKKRAPOBLKBEARISHCore thesis · 5/5

Private credit outflows crush PE firm stocks

The bear case was presented that net outflows from private credit funds, partly driven by fears over software exposures, are causing a severe sell-off in publicly traded private equity firms.

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