Risks Facing the Markets & Positioning Into End of 2025

Larry McDonald doesn’t mince words: “What we’re seeing in the last 3 weeks across private credit, business development companies, subprime student loans is the closest thing that I have seen to 2007-2008. I think there is a major, major move happening in the financials. It’s gonna be ugly.” He joins Sam Vadas to discuss the current economic headwinds facing investors. Hudson Value Partners’ Christopher Davis later adds his market perspective and offers several under-the-radar stocks to watch headed into year end.

Market Overtime

07 Oct 2025

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