Despite Retail’s Flight from Private Credit, Insurers Continue to Dive In
A new poll from II shows that despite the recent selloffs in private credit, direct lending remains a priority for carriers and corporate plans.
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The Value Iconoclast
Dave Iben has been chasing opportunities the market has written off, betting that unfashionable stocks such as gold and platinum miners would beat a tech-obsessed world — and the moment may be proving him right.
Now Top Investors Are Doubting the AI Revolution
Investors like Howard Marks and the Big Short’s Steve Eisman are among those questioning the AI boom.
Michelle Celarier
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