This Could Be the Next 2008 (But Not How You Think)

Wall Street's post-2008 safety net just experienced its first major failure—but not for the reasons most investors think.

➡️ In this episode, we explain what the Bain Capital CLO default reveals about AI disruption, private credit, and financial markets, why tangible assets like multifamily real estate respond differently than software businesses, and the six strategies investors can use to prepare for the next phase of the credit cycle.