YAYAFA4d ago
アポロ､プライベートクレジット市場の開放模索－xAI融資で流動化狙う – Bloomberg https://www.yayafa.com/2776529/ #AgenticAi #AI #ArtificialGeneralIntelligence #ArtificialIntelligence #cojp #Grok #PrivateCredit #xai #XAIGrok #エージェント型AI #人工知能 #汎用人工知能
Yonhap Infomax News5d ago
Houlihan Lokey vice chairman acknowledges weak private credit underwriting during liquidity boom, warns of potential defaults while noting historical cycles were shorter than expected and market recovery could be swift despite opacity concerns
#YonhapInfomax #HoulihanLokey #PrivateCredit #DefaultCycle #AssetBasedLending #LiabilityManagement #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114384
Yonhap Infomax News6d ago
Blue Owl Capital shares plummeted to record lows as private credit concerns triggered surge in redemption requests, with the firm's heavy software exposure and 18.84% short interest amplifying investor fears amid AI disruption worries
#YonhapInfomax #BlueOwlCapital #PrivateCredit #RedemptionRequests #SoftwareExposure #ShortInterest #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=114069
Blue Owl Shares Hit Record Low on Private Credit Concerns

Blue Owl Capital shares plummeted to record lows as private credit concerns triggered surge in redemption requests, with the firm's heavy software exposure and 18.84% short interest amplifying investor fears amid AI disruption worries

Yonhap Infomax
Prof LutzApr 6

"When this first started, private credit was genuinely a good idea"

🤣

Like capitalism? Or western civilization?

“it would be a good idea”™ 😏

#quotes #finance #capitalism #privateCredit #Gandhi

Show threadProf LutzApr 6

ici, les mécanismes sophistiqués du Private Credit market, expliqués avec un regard plus critique (et comique):

https://www.youtube.com/watch?v=gWLuTxn2fMI

#privateCredit #financialCrisis

Is Private Credit About To Crash The Global Economy?

YouTube
Yonhap Infomax NewsApr 6
Warren Buffett warns of rapid contagion risk in banking system during first public remarks since stepping down as Berkshire Hathaway CEO, as private credit market faces gating incidents and liquidity concerns amid heightened market uncertainty
#YonhapInfomax #WarrenBuffett #BankingContagion #PrivateCredit #BerkshireHathaway #FinancialStability #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=113888
Buffett Warns of Banking Contagion Risk Amid Private Credit Turmoil

Warren Buffett warns of rapid contagion risk in banking system during first public remarks since stepping down as Berkshire Hathaway CEO, as private credit market faces gating incidents and liquidity concerns amid heightened market uncertainty

Yonhap Infomax
WYM ModApr 5
Paul Krugman asks, is private credit the new shadow banking system? He dissects the booming private credit market, its potential risks, and its role in reshaping financial intermediation, wondering if it's a hidden danger or a necessary evolution. Explore his analysis of this opaque sector and its implications: https://paulkrugman.substack.com/p/private-credit-and-the-new-world #PrivateCredit #FinancialMarkets #Economics
Private Credit and the New World of Financial Risk

There’s a whiff of 2008 in the air

Paul Krugman
NewsletterTFApr 3

PRIVATE CREDIT SEES SIGNIFICANT CASH OUTFLOWS

Blue Owl Capital faced $5.4 billion in investor withdrawal requests in Q1. See how this affects private credit funds and investors.

#BlueOwlCapital, #PrivateCredit, #InvestorWithdrawals, #FundManagement, #LiquiditySqueeze

https://newsletter.tf/blue-owl-private-credit-5-4b-withdrawals-q1/

NewsletterTFApr 3

Blue Owl Capital saw $5.4 billion in investor withdrawals in Q1, which is 22% of one fund and 41% of another. This is a big change from last year.

#BlueOwlCapital, #PrivateCredit, #InvestorWithdrawals, #FundManagement, #LiquiditySqueeze
https://newsletter.tf/blue-owl-private-credit-5-4b-withdrawals-q1/

Blue Owl Private Credit Sees $5.4 Billion Investor Withdrawals in Q1

Blue Owl Capital faced $5.4 billion in investor withdrawal requests in Q1. See how this affects private credit funds and investors.

NewsletterTF
Joseph Lim Apr 3

For any GP worth their salt, a sales pitch with a #zeroloss #proposition, but not backed up by any bona-fide guarantee to that effect, should always be promptly dismissed. That #privatedebt became a $2.5 trillion (🤦‍♂️!) "asset" class says a lot about the liquidity-driven madness in #global #investment #markets - sad.⚠️

Private debt bumps up against managers’ #competence
"The sales pitch that #privatecredit is somehow a zero-loss proposition looks increasingly questionable"👎
https://www.asiaasset.com/private-markets/private-debt-an-asset-class-that-seems-to-be-outgrowing-its-practitioners-competence/

Private debt bumps up against managers’ competence

PitchBook report shows private debt fundraising grew almost fivefold in ten years, but it’s unlikely that capabilities and skills of managers in the asset class have grown at the same pace.

Asia Asset Management