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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 are little changed after Nasdaq snaps 13-day win streak: Live updates
[CNBC] Oil falls as investors assess mixed messaging on Iran peace talks ahead of ceasefire deadline
[Axios] Vance to travel to Pakistan on Tuesday for Iran talks, sources say
[Politico] Iran war accelerates America’s breakup with the world
[Bloomberg] Three Ships Including an Iranian Vessel Attempt Hormuz Transits
[Bloomberg] Japan’s Takaichi Risks China’s Wrath With Yasukuni Offering
[NYT] ‘Immediate Results’ vs. ‘The Long Game’: The U.S. and Iran Face Off
[WSJ] Warsh Embarks on High-Wire Act of Convincing Investors Without Angering Trump
[WSJ] Saudi Arabia and Iraq Are Caught in a Hidden War Within the War
[FT] Private credit funds strained as borrowing costs edge higher
[FT] Top US insurance regulator warns of risks from push into private markets
[FT] Anthropic and Amazon agree $100bn AI infrastructure deal
[FT] Tackling energy security can no longer be put off
[FT] Thom Tillis: the Republican blocking Donald Trump’s pick for Fed chair

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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