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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 1 of 1

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 1 of 1

Kieran Goodwin – Private Credit Concerns (EP.494) | Capital Allocators with Ted Seides

> "I truly believe that asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches..." - **Kieran Goodwin** [[00:28:43](https://youtu.be/Z6LzeV9yJjk?si=78AmvGSqIJbvfZY4&t=28m43s)] > "every day you have to assume you start with a zero next to your name you're probably going to have some hurdle adversity to overcome..." - **Kieran Goodwin**…

Mar 30, 2026·Biographical
Kieran Goodwin – Private Credit Concerns (EP.494) | Capital Allocators with Ted Seides
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Kieran Goodwin – Private Credit Concerns (EP.494) | Capital Allocators with Ted Seides

"I truly believe that asset liability mismatches cause liquidity crunches and liquidity crunches can cause credit crunches..." - Kieran Goodwin [00:28:43]

"every day you have to assume you start with a zero next to your name you're probably going to have some hurdle adversity to overcome..." - Kieran Goodwin…

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UJ
Mar 30, 2026