Odd Lots

What's Actually Going On With Private Credit

April 27, 2026·50 minconversationalbusiness
AI Summary (5-min read)
TLDR
Private credit, once a niche financing tool, has grown into a market larger than the junk bond market, fueled by post-2008 regulatory constraints on banks and investor hunger for yield. While not yet a systemic threat, structural vulnerabilities—especially in retail-oriented funds with li

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Guest

J

John Sheen, Craig Manchuk

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

John SheenCraig ManchukTracy AllowayJoe Wisenthal

Companies

Osterweis Capital ManagementGE CapitalCliffton Corporate Lending Fund

Topics

Business NewsEconomicsEntrepreneurshipFinancial IndependenceFintechFundraisingStartupsVenture Capital

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