355 | Private Credit Is Cracking, Here’s Why We’re Not In That Trade
Impossible d'ajouter des articles
Échec de l’élimination de la liste d'envies.
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
355 | Private Credit Is Cracking, Here’s Why We’re Not In That Trade
-
Lu par :
-
De :
À propos de ce contenu audio
In this new episode of the Paper Trail Podcast, Chris Seveney breaks down the growing stress in private credit and draws a clear distinction between corporate direct lending and asset-backed mortgage note investing.
Chris Seveney walks through what is actually happening beneath the headlines, why parts of the market are showing strain, and how structural differences in collateral, underwriting, and resolution paths can lead to very different outcomes.
Episode Timeline
00:00 Overview of recent developments in private credit markets
01:10 Definition and structure of private credit
03:03 Factors contributing to current market stress
04:52 Structural differences in note investing approaches
06:20 Role of asset-backed collateral in credit strategies
09:12 Observations on tech-enabled real estate lender activity
13:24 Considerations when evaluating loan pools
14:18 Summary of key discussion points
16:09 Additional resources and closing remarks