Private Credit: “Bad Vibes” and the Changing Conversation | 4 Jun 2026 | Credit Currents Podcast

This episode of Credit Currents, recorded live at Moody’s flagship Credit Frontiers event in London, explores the shifting dynamics, emerging structural risks, and stark regional variances within the private credit asset class following a period of unprecedented global growth [00:00:00]. The discussion moves beyond the general market noise to unpack specific metrics across Business Development Companies (BDCs), sector concentrations, and technical definitions of default.

Host: Julia Calcarini [00:00:06]

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This episode of Credit Currents, recorded live at Moody’s flagship Credit Frontiers event in London, explores the shifting dynamics, emerging structural risks, and stark regional variances within the private credit asset class following a period of unprecedented global growth [00:00:00]. The discussion moves beyond the general market noise to unpack specific metrics across Business Development Companies (BDCs), sector concentrations, and technical definitions of default.

Host: Julia Calcarini [00:00:06]

Private Credit: “Bad Vibes” and the Changing Conversation | 4 Jun 2026 | Credit Currents Podcast | Moody's

References

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What Could Shake Up Markets in September? | 4 Sept 2026 | Morgan Stanley

Private Credit: “Bad Vibes” and the Changing Conversation | 4 Jun 2026 | Credit Currents Podcast | Moody's

References

More nuggets

Is India Really Growing At 7.8%? World Bank’s Neelkanth Mishra Decodes GDP Debate & Base Effect | NDTV Profit

India’s 7.8% GDP print is credible – Turn cyclical recovery into a structural one ! Sajjid Chinoy | CNBC-TV18

What Could Shake Up Markets in September? | 4 Sept 2026 | Morgan Stanley

1. Geographic Divergence in Market Sentiment [00:00:54]

2. Opacity, Data Fragmentation, and Underwriting Integrity [00:02:22]

3. Banking System Exposure and the Software/AI Conundrum [00:04:02]

4. BDCs as a Credit Window & Moody's Sector Outlook Change [00:06:22]

5. Technical Default Mechanics: Hard vs. Soft Events [00:09:16]

6. Macro Growth Drivers and Long-Term Value [00:10:44]

Shaky ‘26 for alt asset manager stocks, but steady asset inflows | 4 Sept 2026 | Bank of America