Are Bubble Risks Emerging in Leveraged Finance?
From Fixed Interests by Fitch Ratings
December 12, 2025 · 10 min · Episode 158
About this episode
The episode discusses emerging bubble risks in leveraged finance amidst various market dynamics.
Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.
People in this episode
Guests: Lyuba Petrova, Lyle Margolis, Justin Patrie
Topics covered
- bubble risks
- leveraged finance
- credit spreads
- private credit
- AI investment
- equities
Keywords
- bubble risks
- leveraged finance
- credit spreads
- private credit
- AI investment
- equities
- market vulnerabilities
Mentioned in this episode
Organizations: Fitch Ratings
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