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Since questions about private credit are so popular today, I had a segment with Danny about the topic:

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LYN ALDEN: "Let's say you have a $500 billion hole that shows up in private credit. That's three months of US deficit spending. You can snap your fingers and make that problem go away. We live in a fiat world. But when you have molecules that just can't get to where they have to go at that scale… the Fed can't print oil." @LynAldenContact

_DannyKnowles ↗
Library as of 2026-10-27