Steady Credit Losses Ahead
52:32–53:40 · 68s
AI disruption plus floating-rate debt means the old 8% private-credit return could drop to 4-5%, Dan cautions, challenging complacent investors.
52:32–53:40 · 68s
AI disruption plus floating-rate debt means the old 8% private-credit return could drop to 4-5%, Dan cautions, challenging complacent investors.
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