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Oh No… Insurance Companies Are the Biggest Risk to Private Credit
You know who can’t stop talking about the private credit bust? The big bankers. Jamie Dimon is constantly in the media almost too happy to share his negative thoughts. Recently Goldman Sach’s David Solomon reminded everyone the credit cycle has not been repealed. But you know who hasn’t said a word? Life insurance execs. The companies that write retirement annuities. 2008 was about big banks. 2026 is about big insurance.
Eurodollar University's Money & Macro Analysis
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What is a Eurodollar University membership? It’s where…
The skinny
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