About this episode
Dec 23
How PE markets evolved in a volatile 2025
Join senior editor Adam Le, Hong Kong Bureau Chief Alex Lynn and America's correspondent Hannah Zhang in our end of year Private Equity Spotlight episode looking back at the biggest trends in the PE market in 2025. From tariffs to trade wars, semi-liquid funds to the 401(k) oppor ... Show More
22m 24s
Dec 18
Behind PE’s democratisation drive and how GP-leds are thawing the liquidity freeze
In this episode, senior reporter Carmela Mendoza sits down with Sabina Comis, global managing partner, and Kenneth Young, a partner and co-chair of the corporate and securities practice at Dechert, to unpack key findings from the law firm's 2026 Global Private Equity Outlook. The ... Show More
32m 46s
Dec 15
The new era of GP-led secondaries
This episode is sponsored by Lexington Partners, LGT Capital Partners and Davis Polk and first appeared on Secondaries Investor's Second Thoughts podcast. In 2024, GP-led deals hit a record of $71 billion in transaction volume, accounting for 44 percent of the total secondaries m ... Show More
52m 20s
Dec 2024
Private vs. Public Credit Competition Intensifies
<p>Our Chief Fixed Income Strategist Vishy Tirupattur and Leveraged Finance Strategist Joyce Jiang discuss how the dynamic between private and public credit markets will evolve in 2025, and how each can find their own niches for success.</p><p><br></p><p>----- Transcript -----</p ... Show More
6m 52s
Nov 2024
116. What is Private Credit? | Direct Lending Explained
1h 9m
Jan 2025
How to Invest in Private Credit / Direct Lending
<p>We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.</p><p>Topics covered include:</p><ul><li>Why more companies are staying private</li><li>How private credit dif ... Show More
26m 20s
Jul 2024
Understanding Private Credit
Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More
6m 32s
Oct 16
Credit Market’s Three Big Debates
<p>With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit, M&A activity and AI infrastructure.</p><p><br></p><p>Read more <a ... Show More
11m 16s
Dec 2023
Private Credit 2024 Outlook; Asean Bank Resilience
Private credit will hog the limelight in 2024, with ever-larger deals and continued expansion, even as high rates and a slowing economy add risks. To discuss the outlook for next year, Paula Seligson and Lisa Lee — senior reporters in Bloomberg’s global private credit news team — ... Show More
33m 18s
Dec 2024
Alternative Lending in Real Estate - [Business Breakdowns, EP.195]
Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from a hard money lender when there really was no alternative industry called commerci ... Show More
1h 1m
Sep 2024
100. The Fed, Interest Rate Sales, and Asset Management
1h 15m
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Mar 2025
Credit Markets Remain Resilient, For Now
<p>As equity markets gyrate in response to unpredictable U.S. policy, credit has taken longer to respond. Our Head of Corporate Credit Research, Andrew Sheets, suggests other indicators investors should have an eye on, including growth data.</p><p><br></p><p>----- Transcript ---- ... Show More
4m 25s
Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowers. So what can the experience of working through previous downturns tell us about ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>In this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, <b>Alona</b> <b>Gornick</b>. Alona, a seni ... Show More
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>You've seen all over the financial press that the <b>Federal Reserve</b> cut its key interest rate 50 basis points at its meeting last week. And you've ... Show More
