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Leadership | Leaders, Investors & Entrepreneurs

Leadership · Profiles, playbooks, and lessons from leaders, investors, and founders | Showing 3 of 3

Leadership | Leaders, Investors & Entrepreneurs

Profiles, playbooks, and lessons from leaders, investors, and founders.

Leadership · Showing 3 of 3

The Bridge Ep. 15: Private Credit's Return to Discipline | 29 Jul 2026 | iCapital

> "People forgot that, you know, in credit there was, you know, a risk associated with that... I really believe that what's happening right now is healthy." - **Mathieu Chabran** [[00:01:07](http://www.youtube.com/watch?v=qX2_Eoja99U&t=01m07s)] > "When you have a wake up call like the one, you know, some people had, you know, I would expect the new vintages starting now to be actually much more robust." -…

Jul 29, 2026·Leaders, Investors & Entrepreneurs
The Bridge Ep. 15: Private Credit's Return to Discipline | 29 Jul 2026 | iCapital

Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

> "you have fire insurance in a sell-off that you can get out but it doesn't work if if there's actually a fire" - **Boaz Weinstein** [[00:04:47](https://www.youtube.com/watch?v=cRt9ehlFLGo&t=4m47s)] > "the reflexivity of falling navs leading to larger outflows leading to forceelling leading to falling navs and then you're out in three or four years i don't believe that the retail investor understood that" -…

Mar 19, 2026
·Finance
Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast

> "capital chases returns and markets become efficient over time and just a tremendous amount of capital flow into this asset class specifically direct corporate lending and you know that's just starting to catch up" - **Tony Yoseloff** [[00:16:52](https://www.youtube.com/watch?v=W_386O_-Gzg&t=0h16m52s)] > "true default rates in these markets are already five or 6% and have been the last couple of years... it's…

Mar 18, 2026·Biographical
The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast
Source
Leaders, Investors & EntrepreneursMarkets & InvestmentsPodcast
+11 more tag
Private Credit

The Bridge Ep. 15: Private Credit's Return to Discipline | 29 Jul 2026 | iCapital

"People forgot that, you know, in credit there was, you know, a risk associated with that... I really believe that what's happening right now is healthy." - Mathieu Chabran [00:01:07]

"When you have a wake up call like the one, you know, some people had, you know, I would expect the new vintages starting now to be actually much more robust." -…

View Full Article
UJ
Jul 29, 2026
Source
FinanceLeaders, Investors & EntrepreneursMarkets & Investments
+33 more tags
Source
BiographicalDavidson KempnerFinance
+77 more tags
Leaders, Investors & Entrepreneurs
PodcastPrivate CreditSaba Capital Management

Boaz Weinstein (Founder, Saba Capital Management) on the Money Stuff Podcast | Bloomberg

"you have fire insurance in a sell-off that you can get out but it doesn't work if if there's actually a fire" - Boaz Weinstein [00:04:47]

"the reflexivity of falling navs leading to larger outflows leading to forceelling leading to falling navs and then you're out in three or four years i don't believe that the retail investor understood that" -…

View Full Article
UJ
Mar 19, 2026
Markets & Investments
PE/VC
Podcast
Private Credit
Self-Development
The Master Investor Podcast

The Private Credit Unwind Is Coming – Tony Yoseloff | The Master Investor Podcast

"capital chases returns and markets become efficient over time and just a tremendous amount of capital flow into this asset class specifically direct corporate lending and you know that's just starting to catch up" - Tony Yoseloff [00:16:52]

"true default rates in these markets are already five or 6% and have been the last couple of years... it's…

View Full Article
UJ
Mar 18, 2026