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BiographicalDavidson KempnerFinance
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Leaders, Investors & EntrepreneursMarkets & InvestmentsPE/VCPodcastPrivate CreditSelf-DevelopmentThe 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…

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UJ
Mar 18, 2026