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 just because companies themselves have had a really hard time adjusting to a higher interest rate environment" - Tony Yoseloff [00:14:17]
References
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