All Episodes

Oak Hill Advisors’ CIO says Treasury needs to bring a “bazooka” to make an impact

Ares co-head of US direct lending says the economy is in a good place to weather inflation

Crescent CEO says US Treasuries are spiking due to rising risk of persistent inflation

Neuberger’s CIO says to focus on real interest rates

Coller’s head of credit says volatility benefits secondaries market growth

TCW’s CIO of fixed income says feedback loop on AI spending is broken

Golub co-CEO sees a Darwinian moment for private capital

PIMCO’s multi-asset credit strategist on the AI infrastructure buildout versus adoption

Andalusian CEO says smaller firms are managing energy price spikes “quite well”

Seregh’s founder and CEO talks about opportunities in sports and arena real estate

Permira Credit co-head says to brace for a more complex, late-cycle environment

Bain Capital’s head of European credit says private credit exists for a reason

Canyon’s CIO says more distressed opportunities await

Carlyle’s deputy CIO of credit says they are starting to see inflationary cost pressures

BCA’s chief geo-macro strategist says Iran war will lead to sticky inflation

Barings’ co-head of global investments sees opportunity in real estate

Goldman’s global co-head of private credit says dispersion in performance is increasing

Oaktree’s deputy CIO of strategic credit says we’re in the early innings of private credit dislocation

KPMG’s US head of private equity chats on Milken, AI and retail money

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

BlackRock co-head of leveraged finance says significant downside risk for credit sectors impacted by AI

Morgan Stanley head of private credit and equity says we’re looking at a multi-year M&A uptick

Federated Hermes’ deputy CIO of fixed income says FOMC members may not embrace Trump’s pick for Fed chair

Janus Henderson head of multi-sector credit has bullish outlook for 2026

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

Conning North America CIO says we are in a ‘stretched K-shape’ economy

MUFG co-head of EMEA capital markets says AI data boom will drive activity in 2026

AllianceBernstein deputy CIO says we are seeing an insurance renaissance

Satori Insights founder says the tide of easy money pushes everything upwards

Tetragon co-CIO shares lessons learned from First Brands and Tricolor

Crescent president says due diligence matters in credit investing

Apollo co-head of asset-backed finance says ABF increases the lending toolkit

JPMorgan head of global credit financing expects more corporations to default

PGIM co-CIO says there’s tremendous fragility in the system

Antares CEO says bigger private credit deals will happen

Amundi CIO of fixed income sees a global rebalancing away from the US dollar and Treasuries

Churchill chief investment strategist says private credit has won the buyout financing game

Arena CEO says the health of the consumer is a canary in the coal mine

Oak Hill Advisors senior partner says market volatility is now a certainty

Barclays head of global research says macro picture is the biggest risk for credit

Western Asset CIO sees green shoots in commercial real estate

Carlyle head of liquid credit sees a slowdown in sales and earnings growth

Crescent co-founder, Brewers owner says sports investing is a growing field

BlackRock head of macro credit research says not shying away from credit risk is the right call

Oaktree co-PM of global credit sees investors still pivoting to fixed income

Loomis Sayles’ Matt Eagan says we have traded private credit loans and others will follow

Arini president says the ‘real economy’ of Europe needs financing

Sound Point CEO says paradigm shift in US economy lessens likelihood of tariff-induced recession

Goldman Sachs co-head of private credit says not everything is rosy

BofA, King Street, Blackstone, Federated Hermes: investors optimistic, bullish on European structured credit

Ares’ co-head of direct lending says the M&A market is normalising

TCW CIO of fixed income says volatility could cause credit markets to break this year

KKR co-head of global liquid credit says credit markets have become more stable and behave differently

Neuberger Berman head of private debt says private equity will help private credit weather troubles

Blue Owl co-president answers the tough questions about private credit

Blackstone global CIO of Credit & Insurance says private credit’s golden era never really ended

Goldman Sachs co-head of global private credit says M&A rebound will come

Napier Park CIO says Trump tariffs will materially impact credit, raise financing costs

Arcmont CIO says best time for private credit is during market volatility and dislocation

KKR head of private credit sees more volatility, more uncertainty and more tailwinds for private credit

Bain Capital global head of credit sees compelling opportunities in CLOs, high-yield bonds

Apollo co-head of European credit says European investment thesis has changed dramatically

Carlyle head of global credit sees USD 23 trillion opportunity in investment-grade private credit

Ares co-head of European credit says private market deals will get bigger

Oak Hill Advisors senior partner sees crosswinds in credit markets

Fortress co-CEO sees biggest opportunity in asset-based finance

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