# Credit Stress Is Back: What Happens When Markets Stop Clearing? Page: https://stenobird.com/podcast/exploring-prosperity-challenging-pessimism-in-the-us-6901126/credit-stress-is-back-what-happens-when-markets-stop-clearing Text version: https://stenobird.com/podcast/exploring-prosperity-challenging-pessimism-in-the-us-6901126/credit-stress-is-back-what-happens-when-markets-stop-clearing.md Podcast: [Exploring Prosperity- Challenging Pessimism in the US](https://stenobird.com/podcast/exploring-prosperity-challenging-pessimism-in-the-us-6901126) Published: 2026-04-19T13:09:42+00:00 Episode link: https://robertdewey3.substack.com/p/credit-stress-is-back-what-happens Audio file: https://api.substack.com/feed/podcast/194691076/636ffe040169252097a783bac8116e8b.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/exploring-prosperity-challenging-pessimism-in-the-us-6901126/episodes/credit-stress-is-back-what-happens-when-markets-stop-clearing Duration seconds: 3629 ## Resource Credit stress is beginning to reappear in parts of the economy—especially in private credit markets where institutional capital has surged in recent years.In this episode of Exploring Prosperity, I sit down with veteran distressed real estate investor Bill Landis, co-Founder and Managing Partner of Raith Capital Partners, to break down what actually happens when markets stop clearing. We explore how distressed capital restores liquidity, how assets transition into stronger hands, and why this process becomes essential when traditional lenders pull back.If the current strains in credit markets continue to build, understanding this overlooked part of the financial system may be key to understanding what happens next.Topics include: * Early signs of stress in private credit markets * How distressed investors provide liquidity * What happens when financing disappears * Why long periods of calm create hidden risks * What a true credit cycle looks like Subscribe for more conversations on markets, macroeconomics, and what drives long-term prosperity.Read about this episode: https://open.substack.com/pub/robertd... Thank you very much to our sponsors:Truflation: BUY Truflation products/services and save 10% using code BOBDEW10. Learn about what prices are actually doing by going to https://truflation.com/ Foundation: Protect your Bitcoin using the latest off-line technology with easy-to-use Passport. Their next product, Passport Prime will protect all passwords off-line with even-better technology. https://foundation.xyz/ River Financial: If not cold storage for your Bitcoin, I’d highly recommend River for buying and holding- River is engineered to protect your Bitcoin over the long run. Use this link for discounts: https://river.com/signup?r=T7GGAF7G Timestamps: 00:05 – Intro… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/exploring-prosperity-challenging-pessimism-in-the-us-6901126/episodes/credit-stress-is-back-what-happens-when-markets-stop-clearing/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/exploring-prosperity-challenging-pessimism-in-the-us-6901126/credit-stress-is-back-what-happens-when-markets-stop-clearing.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.