Max Wiethe promoted and hosted a discussion focused on private credit stress, highlighting that redemption requests continue to exceed fund liquidity and asking how severe the problem is and when it might end 35. He pressed whether equity holders should be in greater trouble than credit if credit is strained, and why headlines emphasize credit over private equity 5. He also contrasted a guest’s positive view on hedge funds with Dan Sundheim’s critical remarks about hedge fund business models, noting the debate it sparked online 45. Separately, he flagged interest in the $CRAK ticker and amplified the episode via social posts 123.
From the window to Oct 4, 05:30 ET — this window's take is still to be written.
On the record
last 90 daysNo positions on the record in the last 90 days — retweets, links and asides don't count, only a view of their own.
Their output
6 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jack Farley 2 mentions
- Ben Inker 2 mentions
- Charles Lemonides 2 mentions
What they talk about
- data centers 4 items
- AI 4 items
- inflation 4 items
- Micron Technology 4 items
- General Motors Company 4 items
- Sarmaya Partners 4 items
- S&P 500 4 items
- Korea 4 items
See what your own voices say about Max Wiethe, every morning.
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