Ex-Wall Street Trader: The $8 Trillion Bubble Ready to Burst | Jared Dillian
Mauldin Economics Mauldin Economics
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 Published On Aug 23, 2024

Read Jared's special exposé on the private equity bubble here: https://www.jareddillianmoney.com/go/....

That old private equity model is mostly extinct. In its place, former Wall Street trader Jared Dillian sees an $8 trillion bubble, built on massive layers of debt across 17,000 private equity firms.

Jared says this bubble poses a systemic threat to the entire financial system, with the potential to implode in ways similar to what we experienced during the 2008 financial crisis. He also explains the opportunities it presents for investors who get ahead of it.

Jared just released a comprehensive white paper on the private equity bubble—and what he’s calling the “Big Short 2.0.” Access your FREE copy by clicking the link below.

Find Jared Dillian’s free exposé on private equity here:
https://www.jareddillianmoney.com/go/...

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https://x.com/dailydirtnap

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Time stamps:
00:00 – Introduction
01:23 – The nuts and bolts of private equity
04:30 – The old private equity model is mostly extinct
06:46 – The place everyone in finance wants to be
07:47 – The time horizon conflict
09:04 – Massive leverage and systemic risk
12:21 – Vulture capitalism
14:24 – Shorting PE firms and Kim K.
15:02 – Chicago Bears’ Caleb Williams launched 888 Midas
16:01 – Why private equity is a true bubble
19:21 – How higher interest rates amplify the risk
23:23 – Big bubble signs
26:33 – How individuals can get positioned
30:11 – The Big Short 2.0

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