This episode is presented by 9fin. The AI-native platform for modern credit teams.

Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.

00:00 - Introduction to the Episode and Key Sponsor Announcements

01:31 - Navigating the Competitive Direct Lending Market Landscape

03:44 - Private Equity's Role and Segmenting Credit Markets

06:20 - Private Credit's Growing Share and Transparency Evolution

08:43 - The Future of Data Transparency in Private Credit

12:42 - Analyzing Sector Volatility and AI's Economic Effects

18:03 - Covenant Trends and Cyclicality in Credit Market Docs

23:42 - Identifying Key Risks and Macroeconomic Influences

30:51 - Guidance for New Private Credit Investors and Fund Structures

34:41 - Exploring New Avenues in Alternative Finance Strategies

36:52 - Practical Insights from Challenging Credit Investments

41:12 - Rapid Fire Questions and a Bullish Market Forecast

45:35 - Wrapping Up the Discussion and Podcast Outro

Michael Haynes, Head of Private Credit, Beach Point Capital Management - https://www.linkedin.com/in/michael-haynes-9550b295/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

This episode is presented by 9fin. The AI-native platform for modern credit teams.

Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.

00:00 - Welcome to the Clubhouse: Understanding Crypto and DeFi

02:43 - Demystifying Crypto and DeFi: Settlement Layers and Applications

07:56 - Why the World is Moving to a Stablecoin Economy

10:39 - Overcoming Hurdles: Adoption, Intermediaries, and Singleness of Money

19:22 - Institutional Interest Drives On-Chain Credit Expansion

24:12 - Real-World Applications: Stablecoins for Payments and Settlement

30:48 - Boom, Bust, and Beyond: Crypto's Generational Shift

36:18 - Rule Enforcement and System Competition in DeFi

40:48 - Connecting Blockchains: Interoperability, Security, and AI's Role

45:26 - Adrian's Hobbies, Book, and Future Predictions

Adrian Cachinero Vasiljevic , co-founder of Steakhouse Financial - https://www.linkedin.com/in/adriancachinero/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Sign up for the Credit Crunch Blog - https://www.creditcrunch.blog/

00:00 - Welcome to the Clubhouse: Private Credit's Current State

02:58 - Why Big Funds Still Rule Private Credit Fundraising

06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy

15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access

21:35 - Why Investors are Shifting from Private Equity to Credit

26:43 - Howard Marks' Warning: Is AI Creating a New Bubble?

31:05 - Market Bifurcation: Consolidation and the Future of Credit

Nick Smith, Portfolio Manager, Claret Capital Partners

https://www.linkedin.com/in/nick-smith01/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/