BMO's Brennan Hawkin talks private credit fears spooking the markets

Joining us now is Brennan Hawin, Beimo Capital Market, senior equity analyst. So, uh, Brennan, uh, look, the fear is flying around. Um, let's start at the epicenter with the alternative asset managers. Some of them have been just weighed down by a constant spiral of concern about what's in these private credit portfolios, right? Is there value there or should we just sort of assume that other shoes are going to drop? >> Well, I mean, it is they are credit portfolios, right? and and you make a loan, it's not ...