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When SaaS Breaks, Credit Blinks
Published 2 months, 3 weeks ago
Description
While Prath’s in Arizona and Nelson’s battling an AI agent back in New York, the duo unpacks the AI-driven software selloff and what it could mean for private credit. They dig into BlackRock TCP’s write-down and why public markets keep calling private marks’ bluff, then close with the policy wildcard of a 10% credit card cap and what it means for a consumer already under strain.