Slack: C0A0ZC2NS48/ts:1772006893.3067

Author: Gaetan Warzee Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

private-credit-contagion-chain

🟢 [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