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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 2 of 2

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 2 of 2

Carlyle Group's Jeff Currie Talks Global Supply Chain, Oil | Bloomberg Talks

> "Even if a ceasefire is reached in the coming days, it will take time to restart the energy supply chain." - **Host** (Establishing the persistent nature of physical market damage) [[00:00:02]](https://www.youtube.com/watch?v=KkuNz2_L8tk&t=0h0m2s) > "This is not just a disruption in oil; it's gas, it's fertilizers, it's metals, it's petrochemicals. The list goes on and on." - **Jeff Currie** (Highlighting the…

Mar 11, 2026·Commodities
Carlyle Group's Jeff Currie Talks Global Supply Chain, Oil | Bloomberg Talks

Victor Khosla Sees 'Fat' Tail Risk in Credit Markets

> "The tail risk in credit is fat. This is a fat-tailed risk now. It's no longer a normal-tailed risk and something like software, how big a problem it is, I don't think we even quite know yet." - Victor Khosla (Discussing worst-case default scenarios) [00:03:03](https://www.youtube.com/watch?v=N4ZvFY3mob4&t=0h3m3s) > "If private equity firms have bought software businesses at 20 plus times cash flow relying on…

Feb 26, 2026
·Credit
Victor Khosla Sees 'Fat' Tail Risk in Credit Markets
Source
CommoditiesCrude Oil & EnergyJeff Currie
+44 more tags
Macro / EconomicsNewsOilPodcast

Carlyle Group's Jeff Currie Talks Global Supply Chain, Oil | Bloomberg Talks

"Even if a ceasefire is reached in the coming days, it will take time to restart the energy supply chain." - Host (Establishing the persistent nature of physical market damage) [00:00:02](https://www.youtube.com/watch?v=KkuNz2_L8tk&t=0h0m2s)

"This is not just a disruption in oil; it's gas, it's fertilizers, it's metals, it's petrochemicals. The list goes on and on." - Jeff Currie (Highlighting the…

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UJ
Mar 11, 2026
Source
CreditHigh YieldMarkets & Investments
+44 more tags
News
Podcast
Private Credit
SVP

Victor Khosla Sees 'Fat' Tail Risk in Credit Markets

"The tail risk in credit is fat. This is a fat-tailed risk now. It's no longer a normal-tailed risk and something like software, how big a problem it is, I don't think we even quite know yet." - Victor Khosla (Discussing worst-case default scenarios) 00:03:03

"If private equity firms have bought software businesses at 20 plus times cash flow relying on…

View Full Article
UJ
Feb 26, 2026