Mispriced Assets (on Substack)
Region: US
Saturday 27 June 2026 21:58:21 GMT
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dl :
very interesting how you lay it out. I've been searching for what the catalysts for the next downturn are and this seems to be the most likely culprit. leverage on leverage on leverage....what could possibly go wrong 😂
2026-06-29 15:41:44
2
TheJaunt :
This was fascinating
2026-06-28 10:53:44
2
medieval_shrink :
commented before listening to the whole thing. Man this is good. you are on it
2026-06-29 01:52:16
1
cgoodwin1011 :
Bro, you stepped down for this guy!
2026-06-28 01:47:57
0
medieval_shrink :
pension funds and insurance are highly levered through the pe- Bermuda insurance companies- Bermuda reinsurance companies. it's a cycle. PE takes pension fund. money puts it in Bermuda insurance company reinsures with their Other Bermuda company. freeze ze up insurance money to loan back to PE bundle. more loans for their insurance company. it's recycling at its finest
2026-06-29 01:38:40
1
groovypot :
The midwit podcast
2026-06-27 22:16:52
2
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