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
Prediction Not checkable as stated
Ward: Private equity and credit will drive Carta's growth for next 2-5 years
“We're on the second half of an S-curve in venture, but the beginning of an S-curve in private equity and private credit. And that's driving a lot of the, I think the next two to five years of growth.”
Henry Ward Aug 6, 2025 ▶ 1:36 Carta CEO Henry Ward on Raising $1B, Path to ~$500M ARR, & the Move into PE · Sourcery with Molly O'Shea
Aug 22, 2025 bullish
Opinion
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 …”
Drew Oetting Aug 22, 2025 ▶ 50:31 How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic · Sourcery with Molly O'Shea
Mar 27, 2026 bullish
Opinion
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 …”
Michel Del Buono Mar 27, 2026 ▶ 56:04 Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office · Sourcery with Molly O'Shea
May 22, 2026 neutral
Insight
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'…”
Michel Del Buono May 22, 2026 ▶ 26:24 CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.