124. Understanding the Evolution of Private Credit

124. Understanding the Evolution of Private Credit

March 4, 2026 · 1h 13m · Episode 124

About this episode

Edward Smalley discusses the evolution of private credit and its dynamics with banks, along with the impact of AI and data on credit investing.

In this episode of The Long-Short, Chenavari Chief Co-Investments Officer & Head of Investment Solutions Edward Smalley unpacks structural credit, bank–private credit dynamics and mispriced risk. He also explores whether private credit is truly “untested,” and how AI and data are reshaping modern credit investing. Hosted on Acast. See acast.com/privacy for more information.

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Guest: Edward Smalley

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Organizations: Chenavari

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