Zaid Admani

And now President Trump just posted on Truth Social that the US could destroy Iran's oil wells and other infrastructure if the Strait of Hormuz is not immediately reopened.

The conflict seems to be widening and not winding down.

So we could be in for some more pain this week in the stock market.

And here's the problem for investors.

See, usually when stocks get choppy or start selling off, investors can hedge by buying bonds or gold.

Well, gold has dropped 10% since the war started and bond yields are jumping too because the market expects interest rates to stay higher for longer because higher oil prices are fueling inflation fears.

So there's really nowhere for investors to hide right now, except for energy stocks and I guess cash.

So yeah, I expect another choppy week of trading.

On the bright side, we only have four trading days this week because the markets will be closed on Friday for Good Friday.

So no show from us that day, but we'll be here for the rest of the week, breaking down everything happening.

So make sure you guys are subscribed to the podcast and tuning in to stay in the loop.

Let's run through some headlines, starting with private credit.

You know, every time I refresh my timeline, there seems to be more and more smoke in the private credit space.

You know, we've been talking about this a lot more over the last month or so.

Investors have pulled out more than $11 billion out of private credit funds over the past two quarters, and the withdrawals are hitting record highs.

Things have gotten so bad now that some funds are starting to limit how much money investors can actually take out.

One of the reasons that investors are starting to panic is because of AI and the decline in software stocks.

See, a lot of these private credit funds made a ton of loans to software companies over the past five years.

And now with AI threatening to disrupt or even replace a lot of these software businesses, investors are worried that these loans could go bad.

And here's where things get a bit sketchy.