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The Takeaway with Troy Gayeski: Are private credit markets too good to be true?
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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?
Troy joins Content Strategist Harrison Beck to analyze the opportunity set for private credit. He addresses frequent investor questions, examines key trends and dives into the latest data on this essential asset class.
“You have two discrete opportunities in private credit that you wouldn't have dreamed of back then, sourcing assets directly from bank balance sheets and being able to provide short term financing vehicles for great companies.” –Troy Gayeski
Capítulos
1. Introduction (00:00:00)
2. Exploring the new strategy note (00:01:21)
3. Top-down theory (00:01:56)
4. Demand for private credit—More companies go private (00:06:38)
5. Bank loan growth has stagnated since Q2 (00:11:39)
6. Bottom-up theory—Spreads and leverage (00:16:55)
7. The takeaway and conclusion (00:23:09)
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