Credit Stress Is Back: What Happens When Markets Stop Clearing?
From Exploring Prosperity- Challenging Pessimism in the US by Bob Dewey
April 19, 2026 · 1h 0m
About this episode
The episode discusses the reemergence of credit stress in private markets and the role of distressed investors in restoring liquidity.
Credit stress is beginning to reappear in parts of the economy—especially in private credit markets where institutional capital has surged in recent years.In this episode of Exploring Prosperity, I sit down with veteran distressed real estate investor Bill Landis, co-Founder and Managing Partner of Raith Capital Partners, to break down what actually happens when markets stop clearing. We explore how distressed capital restores liquidity, how assets transition into stronger hands, and why this process becomes essential when traditional lenders pull back.If the current strains in credit markets continue to build, understanding this overlooked part of the financial system may be key to understanding what happens next.Topics include: * Early signs of stress in private credit markets * How distressed investors provide liquidity * What happens when financing disappears * Why long periods of calm create hidden risks * What a true credit cycle looks like Subscribe for more conversations on markets, macroeconomics, and what drives long-term prosperity.Read about this episode: https://open.substack.com/pub/robertd... Thank you very much to our sponsors:Truflation: BUY Truflation…
People in this episode
Host: Bob Dewey
Guest: Bill Landis
Topics covered
- credit stress
- private credit markets
- distressed investing
- liquidity
- financial system
- credit cycle
Keywords
- credit stress
- private credit
- distressed investing
- liquidity
- financial markets
- credit cycle
- institutional capital
Sponsors
Truflation, Foundation
Mentioned in this episode
Organizations: Raith Capital Partners
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