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Another @FoFtyTrader video dropped today and he was talking about the private credit market being similar to 2008. (CLO vs CDO)
Hidden debt has always caused the worst recessions / depressions.
He's anticipating a similar scenario to 2008 with a rolling downtrend, but I'd argue the situation is similar to 1929. 2008 was only a debt frenzy, 2026 & 1929 were stock market frenzy + debt frenzy.
In the 1929 scenario there was a flash that lasted for 2 months, followed by a 9 month recovery before the prolonged downtrend began. We could see something similar.
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