The most worrying and reassuring signals in the US economy

As I talk to investors, another area of concern I hear a lot about uh involves private credit. And last month we saw the subprime auto lenderricolor holdings collapse along with the car parts manufacturer first brands. And then we had Jamie Diamond, the CEO of JP Morgan Chase, saying quite memorably now that that there could be cockroaches in the economy there.These couldn't just be sort of singular events. There could be more. How did you interpret what Jaime Diamond said after the collapse of those two in ...