Zortix
SearchAsk Zortix…⌘KSign in
MSFTBEARISHIn depth · 4/5

Private credit's flexibility is a costly excuse

The guest argued that the 'flexibility' touted by private credit lenders is a convenient excuse for large companies to hide a shift from being cash-generative to capital-intensive, and that public bond markets are a cheaper source of funding.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE