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The Next Financial Crisis Isn’t In Banks. It’s In Insurance & Private Credit | Nick Nemeth
Sponsor: Teucrium Corn Fund (NYSE Arca: CORN):
https://teucrium.com/corn
Private credit has ballooned to roughly a trillion dollars, but Nick Nemeth of Mispriced Assets argues the danger isn’t the banking system — it’s insurance. In this Monetary Matters interview with Jack Farley, Nemeth lays out how private-equity-owned insurers have become highly leveraged holders of private credit and CLOs, why he thinks annuity surrenders could spark a run with no federal backstop, and how adjusted EBITDA, layered leverage, and lax loan ratings mirror the setup before 2008 — except, in his view, the scale looks more like 1929. He closes with contrarian rankings of Apollo, Ares, Blackstone, and Blue Owl. Recorded July 14, 2026.
Teucrium on X https://x.com/TeucriumETFs
Nick Nemeth on X https://x.com/NickNemo17
Jack Farley on X https://x.com/JackFarley96
Nick Nemeth’s article, “The Smart Money Is the Subprime This Time”: https://mispricedassets.substack.com/p/the-smart-money-is-the-subprime-this
Follow Monetary Matters on:
Apple Podcasts https://rb.gy/s5qfyh
Spotify https://rb.gy/x56dx5
YouTube https://rb.gy/dpwxez
Timestamps
00:00 Intro
00:22 Teucrium $CORN Pre-roll
01:08 The Next Financial Crisis Is In Private Credit Argues Nemeth
09:04 Loan Quality In Private Credit Is Often Subprime And It Is Getting Worse
20:41 Teucrium $CORN Mid-roll
22:26 Software Loans Are Going To Be Very Bad Because of AI
30:50 Insurance Sector Deep Dive
40:20 Leverage In Insurance Is Extreme
44:30 Structured Credit & Ratings Agencies
56:00 Apollo Has The Best Reputation… Right?
1:04:30 Blackstone
1:05:17 Blue Owl
1:07:00 “Problem with Refis”
1:11:06 Teucrium $CORN Endroll
This episode is sponsored by the Teucrium Corn Fund (CORN). Download our free eBook, “Why Investors Are Increasingly Turning to Commodity ETFs,” to explore the macro forces shaping commodity markets today.
Download the eBook: insights.teucrium.com/why-investors-turning-to-commodity-etfs
CORN Fund Page & Prospectus: www.teucrium.com/corn
This material must be preceded or accompanied by a prospectus. The prospectus is available at https://teucrium.com/corn.
Investing involves risk, including the possible loss of principal. Commodities and futures generally are volatile, and instruments whose underlying investments include commodities and futures are not suitable for all investors. Past performance does not guarantee future results.
For further discussion of these and additional risks associated with an investment in the Funds please read the respective Fund Prospectus before investing.
#financialcrisis #privatecredit #macro #insurance #stockmarket
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XRP Walled Gardens – The Red Button #xrp #crypto @digitalassetinvestor
Understanding the XRP walled garden theory and what it means for liquidity.
We break down the metaphor of building walls around Ripple’s ecosystem and the strategic implications of that “red button” moment. This analysis is for anyone tracking how institutional money moves through the XRPL.
Subscribe for more deep dives into XRP market dynamics.
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Did you grow up with zero financial literacy? Same…
If you’re a first-get immigrant, grew up underprivileged, or are a millennial woman, odds are you grew up with non-existent financial literacy. Yea, same.
Now, I make six figures with zero debt, my savings are padded, and I’m proud to say I have very good financial literacy, and some REALLY boring habits that will keep wealthy.
Follow for more!
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India Finance Ministry Has asked the RBI and SEBI to regulate crypto
Hey Everyone
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LIVE: The Financial Warning Just Got MUCH WORSE…
Tonight on The Radar Report, Mark Malek breaks down the macro stories that actually matter and explains how they connect into one larger picture.
We’ll discuss:
Why the Fed may be trapped for much longer than markets expect
The hidden weakness behind consumer spending
AI’s surprising role in keeping inflation elevated
What investors should watch before the next major market move
Your questions live throughout the show
Join us live and bring your questions.
Subscribe for daily Wall Street Truth Bombs where we explain what the headlines miss before the market figures it out.
#StockMarket #FederalReserve #Inflation #AI #Economy #Markets #Investing #Recession #WallStreetTruthBombs #Live
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Tesla Q2 2026 Financial Results and Q&A Webcast
Start of the call: https://youtu.be/9H5y9Uag8AA?t=356
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Lohia Corp IPO in under a minute. Company’s operations, financial performance, and key IPO details.
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crypto futures trading #trading #crypto #bitcoin #shorts
News Videos
THE DTCC JUST FLIPPED THE SWITCH ON XRP TODAY!!!! ($114 TRILLION)
DTCC began limited production trading of tokenized securities, marking a major milestone for Wall Street’s tokenization strategy. While XRPL is not part of the initial settlement rails, XRP appears elsewhere in DTCC’s institutional risk framework.
This video examines DTCC’s tokenization rollout, ComposerX, Canton Network, Ripple Prime’s industry role, and how XRP is referenced within NSCC risk margin guidance. It also explains the difference between being used as a settlement rail and being recognized within institutional market infrastructure.
Timestamps
00:00 DTCC launches tokenized securities trading
01:46 Why July 15 is a milestone
03:31 ComposerX and the institutional rollout
05:12 The firms building the platform
06:56 Why Canton powers the first phase
08:37 Where XRPL fits today
10:14 XRP inside DTCC’s risk framework
11:58 Understanding XRP haircut rules
13:42 The $5 threshold explained
15:17 Ripple Prime and the DTCC working group
16:56 What this means for XRP
17:58 Looking ahead to October 2026
If you follow XRP, Ripple, tokenization, institutional crypto adoption, and digital asset infrastructure, this breakdown provides important context on how DTCC, NSCC, BlackRock, JPMorgan, Goldman Sachs, Franklin Templeton, Ripple Prime, Canton Network, and Stellar are shaping the next generation of financial markets.
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AO VIVO: MONEY NEWS II – 21/07/2026 | CNN MONEY
MONEY NEWS
DE SEGUNDA A SEXTA | DAS 11H ÀS 17H
O Money News acompanha os principais assuntos econômicos do dia e a reação do mercado financeiro em tempo real. No centro do poder, repórteres em Brasília acompanham o dia e os bastidores no Banco Central, Ministério da Fazenda, Congresso e Executivo.
Em São Paulo, Rio, Nova York, Londres e Paris, as notícias mais importantes do mundo dos negócios e de todo o setor privado. Especialistas e executivos analisam o cenário econômico e de negócios.
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#CNNMoney #ibovespa #aberturademercado
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Wajib Punya Wallet Crypto Saat Bull Market
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