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Okay, Computer 10/12/22: Fintech Dimons in the Rough: A Conversation with Chuckie Reddy of QED Investors

RiskReversal Pod

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The Credit Markets Are the Leading Indicator of How Bad Things Are Going to Be

I think if they had the next shoot of fall was potentially the prime broker within that ecosystem, that would have felt like the Lehman moment. And there's an opportunity for there to be a deleveraging event in one of the credit markets. Now, I don't think it'll probably happen, but there is definitely an increasing risk of that. If that happens, what will a Fed do? We know exactly what they're going to do.

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