
E45 - The Headwinds and Tailwinds of Private Credit
The Credit Clubhouse
• 26 min
Play episode
00:00 - New Year Greetings and The Credit Clubhouse Growth
02:33 - Analyzing 2025's Up and Down Private Credit Markets
05:09 - How Banks Partner with Private Credit, Not Compete
09:14 - The AI Boom and Big Tech's Growing Debt Ratios
15:36 - Prioritizing Risk Management and Selective Deal Making in 2026
17:37 - Why BDCs Face Headwinds and Investor Expectation Resets
20:22 - The Growing Appeal of Asset-Based Finance Opportunities
24:13 - Host's Closing Thoughts and Exclusive Listener Offer
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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