EPISODE · Apr 5, 2026 · 5 MIN
前雷曼交易员警告：私募信贷成新次贷
from 深度
前雷曼兄弟交易员Larry McDonald警示，私募信贷已是“这一周期的次贷”，存在评级乱象、流动性危机等问题，与2008年次贷危机高度相似。同时，科技股资金大规模流出，正转向硬资产，滞胀风险与英国尾部风险也需警惕。
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前雷曼交易员警告：私募信贷成新次贷
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