M&A and private credit demand to pick up in 2026
The guest argued that M&A and private credit deal flow should improve in 2026, driven by private equity's need for distributions to LPs and a rebalancing of supply and demand.
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.