special situations funds
2 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →
Everything said about special situations funds, oldest first
Feb 2, 2026 neutral
Lewinsohn: Private asset-backed risks will hurt specific funds, not the global economy
“I don't think that it would create systemic problems. Just like every hedge fund in the world wants to call a recession constantly because they're desperate for the volatility. Everyone wants to constantly say, what's the next systemic thing? Because the impac…”
Feb 2, 2026 bearish
Lewinsohn: Wall Street is running out of places to hide credit residuals
“We think that Wall Street is getting a little short on places to stick the stumps. They're coming up in special situations funds. They're coming up in interval funds. They're coming up in places that people may not appreciate what happens when you're not getti…”