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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, […]
[Yahoo/Bloomberg] Oil falls on prospects for talks to end Iran war and revive supply
[Yahoo/Bloomberg] Trump Says Deal With Iran ‘Looking Very Good’ Amid Ceasefire
[AP] Live updates: 10-day ceasefire agreed on by Israel and Lebanon has gone into effect
[Bloomberg] First Brands Left With Lawsuits as Major Asset After Bankruptcy
[WSJ] Trump Bets Economic Pain Will Finally Force Iran to Reopen Strait
[WSJ] How a 233-Year-Old Wall Street Institution Went All In on Crypto
[FT] US oil bosses warn Donald Trump to block Iran’s Strait of Hormuz toll

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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