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Transcript
Chapters
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What has the rise of private assets — especially private credit — looked like?
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Where is the capital pouring into private credit markets coming from?
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Who actually understands the risks in private credit market?
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What is the recovery rate of the private credit market?
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Is there any career risk for asset allocators engaged in the private credit fool's yield feeding frenzy?
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What is the alternative for asset allocators?
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Where will the pendulum swing from here?