software concentration

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 2, 2026 by Jonathan Lewinsohn · across every show →

Everything said about software concentration, oldest first

Feb 2, 2026 bearish
Insight
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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