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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Wednesday Apr 02, 2025
Wednesday Apr 02, 2025
On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss:
- Why investors should consider an allocation to private credit
- What explains the significant market share growth of private credit in financing buyouts
- MSDL’s defensive approach to lending, with a focus on first lien loans
- His thoughts on the current market environment for private credit loans
- And more
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