private equity
3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 18, 2026 by Andrew Ross Sorkin · across every show →
Everything said about private equity, oldest first
Mar 18, 2026 neutral
Sorkin: Private credit cannot collapse before private equity loses money
“The private credit business really can't fall apart before, frankly, the private equity industry falls apart. Meaning, if you think about it, who has taken on the biggest loans from private, from the private credit space? It's oftentimes the private equity pla…”
Mar 18, 2026 bearish
Sorkin: Private equity and credit both delay markdowns to preserve valuations
“There is a whole sort of universe that I'd put in the category of mark to make believe. And the incentive system is such that you want that mark to make believe to go on as long as possible, because if you are The equity owner, you don't want to mark your mark…”
Apr 6, 2026 positive
Hoffman: Private credit panic is emotional liquidity mismatch, not bad loans
“I think, like, most of the loans are probably fine, and by the way, Not to like you're, I'm sure your listeners understand a capital stack, like the credit, this is senior secured credit, which is the safest place to be in any kind of corporate financial struc…”