Private Credit Risks & Nov Fed Shift | Special Guest Guest, Andrew Mark

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® and Chris Arends, CFA®, CMT®, CAIA® break down a turbulent November including rate-cut jitters, bank funding stress, AI-driven volatility, the much anticipated "Santa Rally", and the setup for a potential year-end recovery.They’re joined by featured guest Andrew Mark, CFA — Senior Vice President, Alternative & Private Credit Product Strategist at Pimco for a deep dive into what’s really happening inside the private credit and lending markets. Key Topics Include: Why markets pulled back 5–7% despite strong earnings The Fed’s short-term pivot and how it repriced expectations Bank funding stress and liquidity signals to watch AI stock volatility and sentiment trends Consumer debt, delinquencies, and household financial health “Shadow defaults,” PIK loans, and risks in private credit Fraud concerns in lending markets — real issue or headlines? Public vs. private credit: liquidity, spreads, and risk Why active management matters now more than ever The seasonal technical backdrop heading into year-end Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.