All Episodes

Blackstone’s head of international says firm has ample liquidity

Wellington’s macro strategist says China may come out as a winner from the oil shock

Benefit Street Partners CEO says private credit’s doomsday scenario is overblown

ICG’s head of US liquid credit says Iran war will cause pain for consumers, housing

Hayfin co-head of direct lending says European private credit better geared to weather uncertainty than US

Apollo’s head of investments Europe says private credit is going through a rite of passage

Napier Park’s CIO says firm has stockpiled cash to buy mispriced assets

CVC’s head of credit sees dislocation, and private credit ready to deploy

Ares’ co-head of alternative credit says AI will hit a bit of a wall due to “sheer capital” need

KKR’s co-head of credit says “it’s adult swim only” in markets

Arini president Mathew Cestar says Europe’s missing AI boom provides opportunities

Carlyle's co-president says AI’s improvements to workflow will be felt in months, not years

Significant downside risk for credit sectors impacted by AI – BlackRock co-head of leveraged finance Mitch Garfin

We’re looking at a multi-year M&A uptick – Morgan Stanley head of private credit and equity David Miller

FOMC members may not embrace Trump’s pick for Fed chair – Federated Hermes deputy CIO of fixed income R.J. Gallo

Bullish outlook for 2026 – Janus Henderson head of multi-sector credit John Lloyd

Unpacking First Brands, rise of coercive restructurings – Eagle Point founder Tom Majewski

We are in a ‘stretched K-shape’ economy – Conning North America CIO Cindy Beaulieu

The AI data boom will drive activity in 2026 – MUFG co-head of EMEA capital markets Fabianna Del Canto

We are seeing an insurance renaissance – AllianceBernstein deputy CIO of insurance Gary Zhu

The tide of easy money pushes everything upwards – Satori Insights founder Matt King

Lessons learned from First Brands and Tricolor – Tetragon co-CIO Dagmara Michalczuk

Due diligence matters in credit investing – Crescent president Chris Wright

ABF increases the lending toolkit – Apollo co-head of asset-backed finance Bret Leas

Expect more corporations to default – JPMorgan head of global credit financing Jake Pollack

There’s tremendous fragility in the system – PGIM co-CIO Greg Peters

Bigger private credit deals will happen – Antares CEO Tim Lyne

A slow, global rebalancing away from the US dollar and Treasuries – Amundi CIO of fixed income Grégoire Pesques

Private credit has won the buyout financing game – Churchill chief investment strategist Randy Schwimmer

The health of the consumer is a canary in the coal mine – Arena CEO Dan Zwirn

Market volatility is now a certainty – Oak Hill Advisors’ Alan Schrager

Macro picture is the biggest risk for credit – Barclays head of global research Brad Rogoff

Seeing green shoots in commercial real estate – Western Asset CIO Michael Buchanan

We are seeing a slowdown in sales and earnings growth – Carlyle’s Lauren Basmadjian

Sports investing is a growing field – Crescent’s Mark Attanasio

Not shying away from credit risk is the right call – BlackRock’s Amanda Lynam

Investors still pivoting to fixed income – Oaktree’s Wayne Dahl

We have traded private credit loans and others will follow – Loomis Sayles’ Matt Eagan

The ‘real economy’ of Europe needs financing – Arini’s Mathew Cestar

Paradigm shift in US economy lessens likelihood of tariff-induced recession – Sound Point’s Stephen Ketchum

Not everything in private credit is rosy – Goldman Sachs’ James Reynolds

Investors optimistic, bullish on European structured credit – BofA, King Street, Blackstone, Federated Hermes

The M&A market is normalising – Ares’ Matt Theodorakis

Volatility could cause credit markets to break this year – TCW’s Bryan Whalen

Credit markets have become more stable and behave differently – KKR’s Eddie O’Neill

Private equity will help private credit weather troubles – Neuberger Berman’s Susan Kasser

Blue Owl’s Craig Packer answers the tough questions about private credit

Private credit’s golden era never really ended – Blackstone’s Michael Zawadzki

M&A rebound will come – Goldman Sachs’ Vivek Bantwal

Trump tariffs will materially impact credit, raise financing costs – Napier Park’s Jon Dorfman

Best time for private credit is during market volatility and dislocation – Arcmont’s Mattis Poetter

More volatility, more uncertainty and more tailwind for private credit: KKR’s Dan Pietrzak

Compelling opportunities in CLOs, high-yield bonds – Bain Capital’s John Wright

European investment thesis has changed dramatically – Apollo’s Tristram Leach

Carlyle’s Mark Jenkins sees USD 23 trillion opportunity in investment-grade private credit

Private market deals will get bigger – Ares co-head of European credit

Crosswinds in credit markets – Alan Schrager at Oak Hill Advisors

Fortress Co-CEO Drew McKnight Sees Biggest Opportunity in Asset-Based Finance as Banks Seek Liquidity

Credit Exchange Trailer