Exploring the evolving landscape of the private credit market, this chapter analyzes the beliefs of academics on investor returns, Hartley Rogers' optimism on private markets, and changing market narratives post-CPI data release. Discussions also cover the stability of private markets amidst rate changes, opportunities in the US and global economy, the impact of public market activities on private credit, and the evolving role of private credit investments for investors and companies.
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg News News International Economics & Policy Correspondent Michael McKee and Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey break down the minutes of the March 19-20 FOMC meeting and they share their thoughts on Wednesday's US CPI data. Hartley Rogers, Executive Co-Chairman at Hamilton Lane, discusses investing in private markets. Bloomberg News US Airlines Reporter Mary Schlangenstein talks about Delta’s outlook topping estimates thanks to a revival in business travel. And we Drive to the Close with Penny Pennington, CEO at Edward Jones.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.