Episode 76: Private Credit – What Goes Up, Must Come Down

Episode 76: Private Credit – What Goes Up, Must Come Down

From Research @ Citi by Citi

April 30, 2026 · 18 min

About this episode

Rob Rowe discusses the state of private credit with Michael Anderson, addressing various concerns affecting the market.

Rob Rowe, Citi's Global Head of Research, sits down with Michael Anderson, Head of Global Credit Strategy, to discuss the state of private credit, which is beset by concerns ranging from potential defaults and geopolitical uncertainties to the impact of AI and the prospects of higher rates. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in whole or in part, without the express written consent of Citi. © 2026 Citigroup…

People in this episode

Host: Rob Rowe

Guest: Michael Anderson

Topics covered

  • private credit
  • defaults
  • geopolitical uncertainties
  • AI impact
  • higher rates

Keywords

  • private credit
  • defaults
  • geopolitical uncertainties
  • AI
  • interest rates

Mentioned in this episode

Organizations: Citi, Citigroup Global Markets Inc.

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