Eurodollar University cover image

Something Is Breaking in Private Credit

Eurodollar University

00:00

Monetary Strain from Shadow Bailouts

Jeff links shadow bailouts to repo fails, collateral tightness, and dealer reluctance, signaling monetary tightening by banks.

Play episode from 16:35
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app