Felix Nikolas Prehn: The Credit Reset

Felix Nikolas Prehn's Podcast · Oct 12, 2026 · 22m · transcript

We break down why America’s jump in borrowing costs signals a credit reset that can ripple through mortgages, pensions, and stock valuations long before mainstream headlines change. We connect cracked corporate bond charts in AI-linked giants to broad market weakness, then map out why silver and long-term bonds could become opportunity zones if the Fed is forced to respond.

• defining the credit reset in plain English and why yields reprice everything

• showing how higher Treasury yields collide with $40T in government debt

• walking through the three policy doors and why inflationary money…