u/MeMahi · 119d agono track record yet
The next Financial Crisis is here, and it's not just AI.
A systemic financial crisis driven by $2+ trillion in unregulated private credit with hidden defaults, PIK structures, and synthetic accounting is building toward a 2027-2029 maturity wall. As rates stay high and borrowers default en masse, asset managers will freeze withdrawals and pension funds/retail investors holding Private Credit CLOs will suffer severe losses similar to 2008 but with greater opacity and slower unwind.
At post $742.55Now $769.84+3.7% since postedas of Oct 19, 11:31 AM ET
1d-1.5%
3d-1.4%
1w-0.5%
1m+0.4%
3m+2.6%
6m—
1y—