EPISODE · Feb 23, 2026 · 45 MIN
Supreme Court Ruling Upends Trade Deals, Private Credit Worries Persist
from Nobody Special Finance · host Nobody Special Finance
Uncertainty is back in a big way this morning after Friday's Supreme Court ruling that struck down President Trump's reciprocal tariffs. Now the question is what to do about all of the previously announced trade deals based on them as Europe and India in particular pull back and assess their options. Elsewhere problem in Private Credit markets persist this morning as CLO funds are down significantly this month after Blue Owl investors were permanently gated from redemptions in their ODBCII fund.Link to George Noble's Best Ideas Stock SummitSupport the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
What this episode covers
Uncertainty is back in a big way this morning after Friday's Supreme Court ruling that struck down President Trump's reciprocal tariffs. Now the question is what to do about all of the previously announced trade deals based on them as Europe and India in particular pull back and assess their options. Elsewhere problem in Private Credit markets persist this morning as CLO funds are down significantly this month after Blue Owl investors were permanently gated from redemptions in their ODBCII fund.Link to George Noble's Best Ideas Stock SummitSupport the Channel on Patreon Support the Channel by Buying Me a Coffee Subscribe to Nobody Special on YouTubeFollow Nobody Special on X(twitter)
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Supreme Court Ruling Upends Trade Deals, Private Credit Worries Persist
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