Markets Happy Hour - Live in Chicago - October 30, 2025

In today's live recording of the Markets Happy Hour Podcast we gathered a group of allocators, hedge fund, private credit and real asset specialists to debate the changing shape of inflation and whether certain assets continued to represent paths to inflation resilience. We also dug deeper into the private credit landscape and asked whether the recent poor performance in diversified financials firms was merited, and what might be behind it? Stay tuned for some exceptional detailed insight into the trajectory of direct lending and its fee structure. We finish with an analysis of the AI segment, examine how hedge funds are exploiting or taking advantage of bubble talk and stretched valuations. This moves then to a discussion on market concentration and whether all of these changing factors will affect fundamental tenets of asset allocation.