Credit deterioration in CCCs and private credit
The guest pointed to warning signals in lower-quality credit, with triple-C bonds blowing out and private credit/BDC names like Blue Owl and KKR underperforming financials.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.