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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] Futures as Iranian war tensions escalate: Live updates
[Reuters] Oil jumps, stocks wobble as Mideast ceasefire hangs in the balance
[AP] Live updates: Iran vows swift response after US seizes vessel
[Reuters] World weighs fate of Mideast ceasefire after US seizes Iranian cargo ship
[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
[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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