Topic
Private Credit Markets
Discover key takeaways from 2 podcast episodes about this topic.
Global EconomyMarket RiskInflation
Mar 27, 2026Markets Rattled, Consumer Sentiment Plunges—While Trump Plays Emperor
Markets are dangerously underpricing global war risks, leading to surging inflation expectations and a looming recession, while systemic fragilities like the AI bubble and private credit markets could compound the crisis.
Global EconomyIran WarOil Shock
Mar 20, 2026New Inflation Warnings from Fed; Could Iran War Raise Prices AND Cause Recession?
This episode details a worst-case economic scenario where the Iran war, combined with an AI bubble and private credit risks, could trigger a global recession or depression, leaving policymakers with few effective tools.