FireSide: A Podcast Series from Future Standard
FireSide: A Podcast Series from Future Standard
Future Standard
Are private credit markets too good to be true? with Troy Gayeski
26 minutes Posted Sep 11, 2024 at 9:00 am.
Introduction to private credit opportunities
Exploring the new strategy note
Top-down theory and bottom-up investment approaches
Bank consolidation and private credit
Impact of companies going private
Recent bank failures and private credit
Bottom-up theory—Spreads and leverage
Conclusion and future insights
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Show notes
Are private credit markets saturated with too much capital? Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Are private credit markets too good to be true—Or just factually true? He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class. Have a question for our experts? Text us for a chance to have your questions answered on the next episode. For more research insight...