Are Bubble Risks Emerging in Leveraged Finance?

What this episode covers

Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.

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How long is this episode of Fixed Interests?

This episode is 10 minutes long.

When was this Fixed Interests episode published?

This episode was published on December 12, 2025.

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