David Lin Published 2026-09-23
“Why Bonds Could Trigger Next '1987' Style Stock Market Crash | Larry McDonald”
$METBearish
MET faces a potential 50% decline if interest rates rise due to its exposure to private credit and CMBS holdings.
companies like Metife, we think Metife could drop 50%. if rates go up a little bit more because they're hold they're what we call the bag holders. They're holding this nasty private credit.
They're holding all these bonds on they're holding a lot of commercial mortgage back securities and if interest rates go up bond prices go down and then there just massive amount of losses on in the financials.