Software Concentration

topic on 1 show · 1 statements across 1 episodes

1 statements about Software Concentration, every show

Lewinsohn: Software concentration is the biggest threat to direct lending portfolios

“The biggest threat is industry concentration in software going to impact portfolios in a way that wasn't expected when they were under it.”

Jonathan Lewinsohn Feb 2, 2026 ▶ 20:21 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)

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Software Concentration

1 statements about Software Concentration, every show

Turn any episode into a week of clips.