private credit
September 2026Live view →
Where the voices land
All voices 7 voices6 high risk1 low risk
Risk rising sharply
- GBGary BohmRisk rising sharply He frames private credit as a cascading break risk spreading across credit and equity markets. ▶ 46:48 LAKS GANAPATHI | Gold & gold proxies have been t… · 30 Sept
- PDPranjal DrallRisk rising sharply Private credit valuations don't keep up with reality, and through PE-owned insurers the public is now exposed to private credit losses. ▶ 1:02 What Actually Happens When a Life Insurer Fails … · 6 Sept
- AGAndrew GranatoRisk rising sharply PE-owned insurers shifting assets into illiquid private credit and affiliated loans builds untracked risk in the system. ▶ 28:02 What Actually Happens When a Life Insurer Fails … · 6 Sept
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Jack FarleyRisk rising sharply
The same ratings-inflation flywheel that led up to 2008 is at play now in private credit.
“So the same ratings inflation flywheel that we saw that led up to 2008 is at play now”
▶ 26:09 What Actually Happens When a Life Insurer Fails … · 6 Sept
Risk rising
- DCDCPRisk rising DCP expects private credit, including BlackRock and peers, to be among the first things to break. “I think it's probably private credit. I think it's probably something in that zone, that BlackRock group” ▶ 21:57 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept
- HPHenry PeabodyRisk rising Peabody sees rising risk in private credit: opacity hides losses, and the last marginal buyer may be arriving. ▶ 19:20 Why the Fed May Have to Hike Far Higher Than Exp… · 24 Sept
Risk easing
- JEJames ElbaorRisk easing He does not see private credit as a systemic problem for the banking sector. “If somebody has a view on private credit being systemic to the banking sector, we do not.” ▶ 28:20 The Private Credit Boom is Over: Redemption Requ… · 27 Sept
6 high risk1 low risk
Also asked
Direction 3 voices← negative · positive →2 negative1 positive
Strongly bearish
- JEJames ElbaorStrongly bearish Elbaor says the private credit boom is over, with no new capital flowing into the strategy. “The private credit boom is over.” ▶ 0:00 The Private Credit Boom is Over: Redemption Requ… · 27 Sept
- JDJared DillianStrongly bearish Still bearish on private credit; the bear market will take a long time to play out and the bottom has not been found. “I was very bearish when we talked a couple of years ago. I'm still bearish.” ▶ 29:16 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept
Bullish
- SBSteven BavariaBullish Beaten-down senior loans, BDCs and private credit high yield funds are paying 10-11% and are attractive now. “we've had some very high yields lately because the prices have been so beaten down by some of these” ▶ 26:59 Is It Becoming A Great Time For Income Investors… · 27 Sept
Valuation 1 voice← expensive · cheap →1 cheap
Bullish
- TKThe Kobeissi LetterBullish Private credit offers 8.3% yields, an attractive income opportunity. “private credit offers yields of 8.3%” Open the post Fixed-income assets are offering attractive yiel… · 26 Sept
Mentions
61 in September 2026Mon 31Sat 26 · 6Thu 1
Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 22 mentions
- Jack Farley 13 mentions
- Max Wiethe 8 mentions
- Adam Taggart 4 mentions
- Gary Bohm 3 mentions
- Dan Nathan 3 mentions
- Jeffrey Currie ++ 2 mentions
- David Lin 2 mentions
See what your own voices say about private credit, every morning.
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