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LNC
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24 JUL
MONETARY MATTERS WITH JACK FARLEY · 04:30
Systemic leverage in alternative asset managers
"Alternative asset management balance sheets face severe downside risks due to multi-layered leverage and overreliance on policyholder surrenders."
BEAR CASE
Core thesis · 5/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION