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Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331]

Invest Like the Best with Patrick O'Shaughnessy

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The Shift in Private Credit Dynamics

This chapter explores the evolution of private credit from a niche market to a significant asset class, particularly in light of rising interest rates and potential defaults. It addresses the misconceptions of low volatility in private credit investments and discusses the complexities of navigating defaults in private loans. The chapter further highlights the relationship between financial institutions and private funds, shedding light on how historical crises, such as the WorldCom fraud, continue to shape investor perceptions and strategies.

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