Episode 89: Beyond the Private Credit Headlines: Finding Opportunity in a Noisy Market
About this episode
The episode discusses the growth of private credit, opportunities, and risks in the market with insights from industry experts.
Private credit has experienced significant growth in recent years, fueled by institutional and individual investors that have recognized the potential for high risk-adjusted returns and borrowers’ need to expand credit channels beyond banks and public debt. Besides gathering assets, in the last several months the sector has also accumulated its share of headlines. Joe McCurdy, Head of Private Debt Origination, and Portfolio Manager Rusty Parks join Macro Markets to provide an update on the sector, discuss where they see opportunities and emerging risks, and share the one assumption they make whenever they evaluate a credit. Related Content: Investing in Private Debt Investment opportunities in directly originated loans. Read More Macro Markets: Halftime Analysis for Investors: Macro Themes and Market Drivers for 2H2026 and Beyond U.S. Economist Matt Bush and Market Strategist Maria Giraldo join Macro Markets to discuss our 2Q2026 Quarterly Macro Themes. Listen Now Second Quarter 2026 Quarterly Macro Themes Our latest Macro Themes updates our economic outlook, examining drivers of growth and emerging risks in the second half of 2026. Read 2Q26 Quarterly Macro Themes Investing…
More episodes of Guggenheim Macro Markets
Explore listener stats, chart rankings, contacts and more on the Guggenheim Macro Markets podcast page.