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3-30-26 Subprime Crisis 2.0 - Private Credit Risks Explained
Published 2 weeks, 1 day ago
Description
Lance Roberts breaks down the growing stress in private credit markets, rising default risks, and the recent wave of gated withdrawals across major funds. With comparisons to the 2008 financial crisis gaining traction, investors are asking a critical question: are we facing Subprime Crisis 2.0?
We examine what made the 2008 collapse so catastrophic—leverage, derivatives, and systemic contagion—and compare it to today’s private credit landscape. While defaults are rising and liquidity concerns are real, the structure of private credit is fundamentally different.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
0:00 - INTRO
0:50 - High Oil Prices are the Cure for High Oil Prices
5:54 - Markets' Extended Losing Streak Setting up for Bounce
12:21 - Private Credit vs Subprime - Gating Defined
21:03 - Estimated Impact of Private Credit on GDP
23:22 - Fiat Currencies in a Death Spiral?
27:17 - Why Foreign Central Banks Hold Dollar Reserves
30:39 - Why Would China Back the Renminbi w Gold?
34:21 - Why Treasury Auctions fo "Soft"
39:27 - With What Would Reserve Currencies be Replaced?
43:07 - The Context of Money & How Economies Work
46:23 - Commentary: Current Market Conditions
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Articles Mentioned in Today's Show:
"Will AI Trigger The Next Great Depression?"
https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/
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