SVP’s Khosla: Credit Markets Have a Lot of Tail Risk
THE SO WHAT
When a distressed specialist pegs severe credit tail events at ~15% instead of the usual 5%, you should assume refinancing and high‑yield windows can shut abruptly. Operators with heavy debt or big capex plans should pre‑fund where possible and avoid assuming today’s terms will be available in 12–24 months.
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