Could private credit become the next big financial crisis? | Odd Lots #podcast

One thing that you also uh referenced a little bit is the quality of the public corporate credit market is better than it's been historically. It's way better than it was prior to the global financial crisis where you've had all kinds of garbage lending going on. But in recent years, the garbage lending has not gone to the public markets. The garbage lending has gone to these private markets.And private credit has been very popular and is now increasingly been overallocated to by large asset pools. I was at ...