What podcasts say about private credit
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about private credit
8 statements · 1 positive · 7 negative
US private credit contains areas of concern after substantial inflows.
“there are some areas of concern”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 16:05
Private-credit inflows have worsened pricing and lending terms through competitive deployment pressure.
“they've sharpened the prices and loosened the terms because they want to get money out the door”
Open the episode · A century of compounding: inside Soul Patts' permanent capital with Todd BarlowListen at 16:19
Low base rates drove private-credit growth through investor yield-seeking.
“The private credit asset class really thrived in an environment of low base rates because there was that reach for yield.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 6:52
Private-credit valuations are currently below expected levels.
“valuations are kind of not what they were supposed to be.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 7:25
Private-credit deal quality has declined as competition and supply increased.
“the quality of those deals has declined.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 10:57
Retail investors cannot readily assess private-credit fund exposures.
“as a retail investor in these funds, they're opaque. So you have no idea what exposure you have. to good deals or bad deals.”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 12:42
Opaque private-credit risks make appropriate risk pricing difficult.
“if you can't see under the bonnet and you can't assess the risk that you're taking, how can you possibly expect a price for that risk?”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 13:00
Some failed private-credit deals convert worthless debt into equity.
“the debt is worthless so it gets converted to equity”
Open the episode · Not all income is created equal with Helen Mason | SchrodersListen at 15:12
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.