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David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]
[CNBC] Stock futures fall on renewed U.S.-Iran worries, but losses kept in check: Live updates
[Reuters] Oil jumps, stocks wobble as Mideast ceasefire hangs in the balance
[Yahoo/Bloomberg] Iran Hesitant on Talks as Tensions Rise After US Seizes Ship
[Yahoo/Bloomberg] Hormuz Traffic at Standstill After US Navy Seizes Iranian Ship
[Reuters] World weighs fate of Mideast ceasefire after US seizes Iranian cargo ship
[Yahoo/Bloomberg] Warsh’s Fed Confirmation Hearing Is Next Driver for US Debt
[Yahoo/Bloomberg] Emerging-Market Bond Sales Are Soaring Again as Investors Dive Back Into Risk
[Yahoo/Bloomberg] Asia Hedge Funds Log Big Losses From Iran War Before Truce Rally
[Reuters] Carney says Canada's US ties have become a weakness
[Bloomberg] Crypto Hack Sparks $9 Billion Outflows From Biggest DeFi Lender
[Bloomberg] China’s Silver Imports Jump to Record on Retail and Solar Demand
[NYT] Trump Administration to Begin Refunding $166 Billion in Tariffs
[NYT] Why Gas Prices Go Up Fast and Take So Long to Fall
[WSJ] Seized Iranian-Flagged Ship Was Part of Fleet That Frequented China
[WSJ] U.A.E. Asks U.S. About a Wartime Financial Lifeline
[WSJ] Germany Is Reinventing Itself as a Weapons Factory

David looks at why private credit may be setting the stage for the next major financial break. They walk through the growing risks in insurance portfolios, private equity, and commercial banking, and why more of that exposure may be finding its way toward everyday investors. The episode also covers recession pressure, energy shocks, interest rates, […]
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