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What could go wrong in the 'golden age' of private credit?
Manage episode 451144999 series 3446609
Not all that glitters is gold. And not everyone agrees that the recent era for private credit should be called “the golden age.”
In this week’s episode of Cloud 9fin, produced in partnership with Arena Investors, senior private credit reporter Peter Benson sits down with Arena co-founding CEO and CIO Dan Zwirn to talk through his latest white paper. He takes a contrarian look at the direct lending space, and considers whether this high-rate environment will turn out to be as fruitful for late adopters as the hype would lead one to believe.
Have any feedback for us? Please send us a note at [email protected]. Thanks for listening!
190 episodes
Manage episode 451144999 series 3446609
Not all that glitters is gold. And not everyone agrees that the recent era for private credit should be called “the golden age.”
In this week’s episode of Cloud 9fin, produced in partnership with Arena Investors, senior private credit reporter Peter Benson sits down with Arena co-founding CEO and CIO Dan Zwirn to talk through his latest white paper. He takes a contrarian look at the direct lending space, and considers whether this high-rate environment will turn out to be as fruitful for late adopters as the hype would lead one to believe.
Have any feedback for us? Please send us a note at [email protected]. Thanks for listening!
190 episodes
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