logo
episode-header-image
Apr 2024
19m 52s

Should we worry about private credit?

Financial Times & Pushkin Industries
About this episode

Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is the IMF right to be worried? We discuss. We also short media coverage of Jamie Dimon and go long vowels. 


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
What are the hedge funds shorting?
<p>Short interest in the market is rising. But what are the big players betting against? And what can investors learn from it? Today on the show, Katie Martin joins the editor of the FT’s Alphaville newsletter Robin Wigglesworth to discuss high finance’s low expectations. Also th ... Show More
22m 46s
Nov 20
Nvidia's crazy day
<p>In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they ... Show More
23m 40s
Nov 18
Big deals in Big Pharma
<p>The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington ... Show More
20m 44s
Recommended Episodes
Oct 2022
Kim Kardashian fined over crypto ad
Kim Kardashian has agreed to pay a $1.26m (£1.12m) fine for advertising EthereumMax on her Instagram page. The US Securities and Exchange Commission said the reality TV star had received $250,000 for advertising the cryptocurrency, without disclosing she had been paid to do so. A ... Show More
26m 27s
Mar 2024
Is private equity actually worth it?
<p>Bayer chief executive Bill Anderson has ruled out a fresh capital increase and Ghana’s finance minister is concerned that the country’s new anti-LGBT+ law will put its international funding at risk. Plus, the FT’s Robin Wigglesworth examines whether private equity is a good fi ... Show More
12 m
Feb 2024
Danielle DiMartino Booth on America's game of thrones
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Exp ... Show More
6m 30s
Feb 2024
Biotech is back
<p>Israel plans to raise debt and taxes to fund its war in Gaza and global house prices are on the rise. Plus, FT correspondent Paola Tamma discusses some of the troubles plaguing the EU’s key pandemic stimulus fund.&nbsp;&nbsp;</p><br><p><strong>Mentioned in this podcast:</stron ... Show More
9m 55s
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
Berkshire's Operating Units Holding Up Well
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s
Feb 2024
US Unveils Fresh Sanctions on Russia After Navalny’s Death
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Angela Stent, Senior Fellow at Brookings Institution, and author of Putin’s World: Russia Against the West and With the Rest, discusses the US unveiling its biggest one-day sanctions package against Russia sin ... Show More
36m 40s
Feb 2024
Out Of Koch Money
<p>Tuesday, February 27th, 2024</p><p>Today, Ken Chesebro concealed secret Twitter account communications from Michigan prosecutors; Manhattan DA Alvin Bragg has asked for a gag order in the upcoming election interference hush money trial of Donald Trump; Russia tied hackers issu ... Show More
38m 13s