Credit Cracks Appear In Shadow Banking | Patrick Perret-Green
The Monetary Matters Network
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The Monetary Matters Network hosts two shows "Monetary Matters with Jack Farley" and "Other People's Money with Max Wiethe". Monetary Matters: Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96. Other People's Money: Max Wiethe interviews the very best investment fund managers about the business of Other People's Money. Follow Max on Twitter @maxwiethe.
Video Description
Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Patrick Perret-Green of PPG Macro is a veteran macro trader and analyst. He joins us today to share his concern over two recent high-profile bankruptcies that have caused jitters in the non-bank financial sector: Tricolor and First Brands. Patrick explains why he is bullish on long-duration sovereign bonds in Australia, the U.K., and Japan. Recorded on September 30, 2025. Follow Patrick Perret-Green on Twitter https://x.com/PPGMacro Follow Jack Farley on Twitter https://x.com/JackFarley96 Follow Monetary Matters on: Apple Podcast https://rb.gy/s5qfyh Spotify https://rb.gy/x56dx5 YouTube https://rb.gy/dpwxez Timestamps 00:00 Intro 00:36 Teucrium $TILL Pre-roll 00:58 "Unpleasant Smell": Bankruptcies Hit Shadow Banking World 08:28 Echoes of 2007 In Unregulated Private Credit? 16:20 Teucrium $TILL Mid-roll 17:24 Declining Reserves & Non-bank Liquidity Risks 25:24 "Ponzi Scheme" In AI CapEx? 26:38 China's Economic Woes 39:03 "Shadow QE" In China 46:18 Finding Value In Global Bonds 50:04 Bull Case For Sovereign Bonds of U.K., Australia, and Japan (JGBs) 56:06 "Farcical" Tariff Outlook 59:49 Sell Signals on Gold? 1:01:35 Teucrium $TILL End-roll #macro #chinaeconomy #china #credit #bankruptcy #default #macroeconomics #markets #liquidity #trading #liquidity #economiccrisis
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