Marketplace

A private credit market boom

February 26, 2026·25 min·4-min readconversationalbusiness
Podzilla Summary (4 min)
TLDR
This episode of Marketplace explores the growing risks in the private credit market, where companies increasingly borrow from private investors rather than banks, a trend that has expanded fivefold since 2008. Fears around AI disrupting the software industry — a major recipient of private

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Mentions

Books, people, and resources mentioned in this episode.

People

Laura VeldkampElizabeth de FontenayGerald CohenSasha IndarteShana SamuelsJoe Willis

Companies

Blue Owl CapitalApollo Global ManagementBlackstoneNVIDIAFreddie MacCity Threads

Topics

Artificial IntelligenceE CommerceFintechInflationSmall BusinessStartupsSupply ChainVenture Capital

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