Topic: Private Credit

2 chapters in Aug – Oct 2026 · See all time

Chivatican
Episode 1908 • • 46:04 - 49:33

1908: Chivatican

Private Credit Maturity and Tokenization of Equities

Andrew Horowitz discusses the pressure on private credit deals predicated on low interest rates that are now facing maturity at 8% or 9%. He critiques Treasury Secretary Scott Bessent's bond-buying strategies as "crisis talk" that has failed to stabilize the market. The segment also explores Robinhood's move toward tokenizing equities, which Horowitz views as a redundant marketing gimmick.

private creditinterest ratesrobinhoodtokenizationscott bessent
Fever Concerns
Episode 1894 • • 1:27:03 - 1:31:18

1894: Fever Concerns

Larry Fink and BlackRock, AI Infrastructure as Asset Class

Larry Fink of BlackRock and Jensen Huang of NVIDIA are spearheading a $500 billion investment initiative to treat AI compute as a new asset class. Critics compare this "financial engineering" to the mortgage-backed securities bubble that led to the 2008 financial crisis. The plan involves raising trillions of dollars from sovereign wealth funds to build out global AI infrastructure.

larry finkblackrocknvidiajensen huangprivate creditmortgage-backed securitiesfinancial engineering

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