Mentioned On
Episode Mentions
Odd Lots · Apr 27, 2026
What's Actually Going On With Private Credit
“Case study of bank run dynamics; experienced $40B in redemption requests in days, illustrating importance of redemption gates”
Private Credit Market Structure and GrowthPost-2008 Banking Regulation and Capital RequirementsLeverage Multiples and Underwriting Standards
View AnalysisMacroaggressions · Mar 13, 2026
Flashback Friday | #422: America's Death Spiral
“Regional bank failure in 2023, part of cascading small/medium bank collapse trend”
Military readiness decline and woke military leadershipFiat currency debasement and Federal Reserve money printingBitcoin and cryptocurrency institutional adoption
View Analysis