TCW and Oaktree CEOs on the Challenges Facing Credit
4,996
Published 2024-06-25
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All Comments (9)
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Fascinating conversation and depth of perspectives on credit.
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Who is that Bob fella seems like a real stud
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When does the private equity bubble pop?
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I’d be more than cautious of private credit now that everyone is promoting it . We are definitely late cycle and we are keeping our fingers crossed that the debt we own is acquired or refinanced. It was amazing getting 8-10 points in 22/23 but the easiest money is already made.
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That catalyst took place in 2022 when you had a 25% melt down in your credit portfolio!
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"Private" money has a different hedge built into the new fascistic policies implied by public private partnerships.
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“Where are we in this credit cycle?” - stupid question
