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No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

The Compound and Friends

CHAPTER

Unscrupulous Behavior in the Private Credit Asset Class

The chapter delves into concerns regarding unethical practices in the private credit asset class, focusing on business development corporations. It analyzes the risks and yields of publicly traded BDC income ETFs despite the lack of market concern. The discussion extends to the impact of higher interest rates, potential bankruptcies, and the definition of a bubble market, contrasting current market conditions with past bubble examples.

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