1 Comment
User's avatar
Debarshi Ghosh's avatar

Love how you broke down the liquidity inflection points — it really does come back to flows driving everything. TCLM (Trade Credit & Liquidity Management) covers the financial side of liquidity and credit risk, might be interesting for you if you’re exploring this further.

(It’s free)- https://tradecredit.substack.com/subscribe

Expand full comment