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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
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
Episodes

Monday Dec 01, 2025
Monday Dec 01, 2025
On today’s show we welcome special guest, Palmer Square Capital BDC’s President Matt Bloomfield. Palmer Square Capital BDC primarily invests in corporate debt securities across private companies in the U.S. through broadly-syndicated loans and large cap direct lending. On the show, we discuss:
- Their investment focus on broadly syndicated loans and how that differs from most BDCs
- Recent headlines that have caused some negative sentiment in the credit market and BDC NAV discounts
- First Brands and the path forward when a loan gets restructured
- Lifescan and what happens when a distressed loan recovers
- And more!

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