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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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Monday Dec 08, 2025
Monday Dec 08, 2025
On today’s show we welcome special guest, Barings BDC’s President Matt Freund. Barings BDC primarily makes debt investments in core middle market companies. On the show, we discuss:
- The recent choppiness and negative sentiment in the private credit market
- The effect of declining base rates on yields and credit conditions
- The current deployment opportunity set for private credit funds
- PIK loans and portfolio construction
- And more!
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