private credit
4 statements across 4 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Aug 6, 2025 by Henry Ward · across every show →
Everything said about private credit, oldest first
Aug 6, 2025 bullish
Aug 22, 2025 bullish
Oetting: Growth Hardtech Needs Risk-Tolerant Infrastructure Project Financing
“There's a big gap between using venture capital and the private credit markets that are more traditional and sort of profit oriented. And there really needs to be an basically infrastructure financing or project financing for growth stage businesses. That's a …”
Mar 27, 2026 bullish
Del Buono: AI CapEx boom shields leveraged private credit from near-term crisis
“And that, right now, there's no indication of a slowdown in the economy, really. There's a few, you know, there was a bit of a surprise on the employment report, but by and large, the economy's growing, you know, the long-term trend for growth is not even two …”
May 22, 2026 neutral
Del Buono: Semi-liquid evergreen funds can gate redemptions below five percent
“Some evergreen structures have what's called this sort of semi-liquid character, so that every quarter, the company that's running this structure will say, hey, if five percent of the total investors redeem, we'll meet that, but if it's more than that, we won'…”