Inner Loop Intelligence
All Themes
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Slack: C0A0ZC2NS48/ts:1772006893.3067
Author: Gaetan Warzee
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
private-credit-contagion-chain
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[E1216]
Jared buying puts on KIE (insurance ETF). Thesis: hearing chatters about insurers loading up on private credit. He's been wanting to be short US as a hedge.
supporting · 2026-04-07