EPISODE · Mar 26, 2026 · 6 MIN
Private Credit Is LYING…The “FAKE VALUATION” Crisis Banks Are HIDING
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
Private credit is sitting on a ticking time bomb — and most investors don’t even realize it.Public SaaS stocks are down 30%… but private credit funds are still marking those same types of loans near full value. That gap? That’s where the risk is hiding.In this video, we break down:Why private credit valuations are lagging realityThe software concentration risk nobody wants to talk aboutWhy JPMorgan quietly marking down collateral changes everythingThe $12.7 billion maturity wall coming in 2026How AI is destroying the SaaS assumptions these loans were built onThis isn’t a risk — it’s a process that has already started.If you’re exposed to BDCs, private credit funds, or income ETFs… you need to understand what’s coming next.📉 The repricing hasn’t hit yet — but it will.Support the show
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Private Credit Is LYING…The “FAKE VALUATION” Crisis Banks Are HIDING
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