The Financial Sector Prepares for Recession | Marc Rubinstein
Monetary Matters with Jack Farley
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Navigating Private Credit in Volatile Markets
This chapter examines the shifting dynamics of capital flows into the U.S. amidst a challenging stock market, focusing on the evolving landscape for private equity and private credit investments. It highlights the resilience of retail investors, the implications of potential recessions, and the adaptive strategies employed by alternative asset managers like Blackstone and Apollo. Additionally, it discusses the structural concerns surrounding private credit and its classification as investment grade, emphasizing the interplay between institutional and retail investment under current economic conditions.
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