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“That's the vast bulk of private credit is direct lending.…” — Capital Allocators – Inside the Institutional Investment Industry at 38:54

Capital Allocators – Inside the Institutional Investment Industry André Perold – Investing Through Exponential Change (EP.516)

“That's the vast bulk of private credit is direct lending. We've always avoided that. Why? Because we want to see the collateral. We want to get paid for complexity. It's a far more commodity space in the lending markets. It used to be you got very high returns. We're not sure”

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