Private Credit’s $2 Trillion Valuation Mirage

What this episode covers

Bob Barone and Josh break down how private credit’s supposed stability may be an accounting illusion, driven by Level 3 valuations, model-based markups, and opaque pricing. They also examine how inflated NAVs can boost manager fees, mislead retail investors, and amplify systemic risk through leverage and delayed markdowns.

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How long is this episode of Intelligent Investor Insights?

This episode is 13 minutes long.

When was this Intelligent Investor Insights episode published?

This episode was published on June 9, 2026.

What is this episode about?

Bob Barone and Josh break down how private credit’s supposed stability may be an accounting illusion, driven by Level 3 valuations, model-based markups, and opaque pricing. They also examine how inflated NAVs can boost manager fees, mislead retail...

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