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Nov 19
19m 21s

A Trillion-Dollar Time Bomb Just Went Of...

Jeff Snider
About this episode

We went from the economy is strong and resilient, credit markets are fine reaching for yield to big names like Jamie Dimon and now so-called bond king Jeffrey Gundlach openly talking about cockroaches and garbage lending that are looking more like 2006 and 2007 every day. We’ve even got news of more hedge fund redemptions. Unlike a few months ago, now all of a sudden the possibilities seem plausible to people who forever refused to even consider the idea.  

Eurodollar University's Money & Macro Analysis

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Bloomberg Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
https://www.bloomberg.com/news/articles/2025-11-17/gundlach-slams-garbage-lending-in-private-credit-market

Bloomberg Blue Owl Plunges to 2023 Low After Blocking Exit From Fund
https://www.bloomberg.com/news/articles/2025-11-17/blue-owl-plunges-to-2023-low-after-blocking-exit-from-early-fund

Bloomberg Funding Market Strains Spur Wall Street Calls for More Action From Fed
https://www.bloomberg.com/news/articles/2025-11-13/funding-market-strains-spur-wall-street-calls-for-more-action-from-fed

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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