Ep 93. Private Credit: Bubble or GCC Boom? | Sharif Eid

Is the multi-billion dollar private credit market a global financial crisis in the making, or is the GCC region building a bulletproof alternative capital haven? In this episode of Majlis & Markets, we sit down with Sharif Eid, Portfolio Manager at Amwal Capital Partners, for a comprehensive look at the realities of alternative lending, macro liquidity risks, and the massive capital migration toward the Middle East.🔴 PART 1: THE GLOBAL PRIVATE CREDIT DEBATE (00:00 - 27:02)We break down the global macro picture, tackling the fierce media debate surrounding "shadow banking." Sharif shares his insider take on global asset quality, true default risks, and how Business Development Companies (BDCs) are reshaping corporate finance. We look past the headlines and market panics involving players like Blue Owl and BlackRock to analyse whether unregulated mid-market lending poses a real systemic threat to global financial stability.🔴 PART 2: THE GCC INVESTMENT BOOM & TOKENISATION (27:03 - End)We pivot to the MENA region to examine the structural shift turning the Gulf into an onshore direct-lending powerhouse amidst regional geopolitical events. We dive into Abu Dhabi’s rapid evolution as a private credit capital via the ADGM’s specialised fund frameworks, and look at the legacy of trust and data transparency in the region. We also dissect Saudi Arabia’s dominance as the region's ultimate IPO magnet under Vision 2030, and how cutting-edge asset tokenisation and digital platforms are fundamentally transforming regional Sukuk structures and private market alpha in 2026.💡 TOPICS COVERED IN THIS EPISODE:• Why mainstream financial media demonises private credit.• Is private credit genuinely just shadow banking in disguise?• The truth about redemption panics, liquidity constraints, and default rates.• How Abu Dhabi and the ADGM are attracting international credit managers.• Why Saudi Arabia remains the primary IPO destination in the Middle East.• How asset tokenisation and blockchain technology are transforming Sukuk markets.📱 STAY CONNECTED WITH MAJLIS & MARKETS:• Podcast Feed: https://majlisandmarkets.buzzsprout.com• LinkedIn: https://lnkd.in/eXKNRVcF• YouTube: https://www.youtube.com/@MajlisMarketspod• X (Twitter): https://x.com/MajlisMarkets• Instagram: https://www.instagram.com/majlismarkets• TikTok: https://www.tiktok.com/@majlis.markets🎧 RECOMMENDED EPISODES & RELATED LISTENINGS:• Is Shariah-Compliant Tech Ready? (Web Summit Qatar 2026): https://www.youtube.com/watch?v=oTA0D4v5RtA• How Saudi Arabia Is Betting on AI (George Huang, SenseTime): https://www.youtube.com/watch?v=5M0j05KQ_i4• $62T in One Room: Insights from ADFW 2025 (Ted Koenig, Monroe Capital): https://www.youtube.com/watch?v=d-4dASWizj8• Episode 8: Exploring the MENA Capital Markets Landscape (Sharif Eid): https://majlisandmarkets.buzzsprout.com/1907033/episodes/14698193-episode-8-exploring-the-mena-capital-markets-landscape• Inside the Rise of Gulf Private Capital: https://majlisandmarkets.buzzsprout.com/1907033/episodes/15141935-episode-21-gulf-investment-boom-inside-the-rise-of-private-capital• Exploring the GCC Private Credit Boom: https://majlisandmarkets.buzzsprout.com/1907033/episodes/15487197-episode-29-exploring-the-gcc-private-credit-boom• Fund Focus: The GCC Investment Boom: https://majlisandmarkets.buzzsprout.com/1907033/episodes/16955383-episode-58-fund-focus-the-gcc-investment-boom🔗 ARTICLES & RESOURCES MENTIONED:• Institutional Investor – Abu Dhabi's Onshore Push: https://www.institutionalinvestor.com/article/abu-dhabi-moves-become-gulfs-private-credit-capital• Global Finance – Saudi Arabia: The Gulf's Ultimate IPO Magnet: https://gfmag.com/capital-raising-corporate-finance/saudi-arabia-ipo-magnet/• Amwal Capital Partners: https://amwalcp.com/👥 CONNECT WITH THE GUEST:• Connect with Sharif Eid on LinkedIn: https://www.linkedin.com/in/sharif-eid-22056a19/#PrivateCredit #ShadowBanking #BlackRock #BlueOwlCapital #AssetTokenisation #GlobalMacro #GCCMarkets #SaudiArabia #AbuDhabi #Sukuk #MajlisAndMarkets #FinancePodcast