Shadow Bank Runs Begin as Private Credit Losses Spread

Shadow banking just hit a tipping point and no one’s ready. When BlackRock backed Renovo collapsed overnight, it exposed a much larger illusion: trillions in overvalued private credit now teetering on the edge. As redemptions accelerate and funds scramble for liquidity, the real risk isn’t just market losses—it’s systemic failure.
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Eurodollar University: • Holy Sh*t! The Credit Losses Are WAY Bigger Than You Think
https://www.youtube.com/watch?v=bqhtv5blPdE&t=1056s
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📖 CHAPTERS:
0:00 The Hidden Trigger Behind Every Crisis
1:05 Renovo Collapse
2:06 Shadow Banking: The $100 Trillion Risk No One Sees
3:31 Redemptions: The Panic Button of Wall Street
4:55 UBS Fund Closures: The Contagion Is Real
6:41 What Happens Next: Two Disturbing Scenarios
8:14 The Fed’s Inevitable Response