Slack: C0A0J067M6V/ts:1774552311.2446

Author: Mike Arnold Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

private-credit-contagion-chain

🔴 [E1732] Does not view credit risk right now as an imminent time-bomb. Private credit surely has some poor behavior, but more broadly IG/HY is remarkably well behaved so far.
challenging · 2026-04-07