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11/10: The Takeout with Major Garrett

11/10: The Takeout with Major Garrett – CBS News Watch CBS News Some Democrats are frustrated after colleagues crossed the aisle to end the shutdown; Texas Gov. Greg Abbott announces a bid for a fourth term.

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Who Provides The Capital Behind The Private Credit Boom?

Which investors supply the majority of the capital for private credit? The main sources of capital for private credit funds are institutional investors with long-term investment horizons and low liquidity needs. They include public and private pension funds, insurance companies, and sovereign wealth funds. Insurance companies, in particular, have increased …

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How Private Credit Fills The Financing Gap For Corporates?

How does private credit meet various financing needs for companies that often can’t access the syndicated loan market? Corporate borrowers, especially middle-market firms, have increasingly relied on private credit from private equity firms in recent years. Most of this takes the form of so-called direct lending, senior secured commercial loans …

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A better way of thinking about the AI bubble 

People often think about tech bubbles in apocalyptic terms, but it doesn’t have to be as serious as all that. In economic terms, a bubble is a bet that turned out to be too big, leaving you with more supply than demand.   The upshot: It’s not all or nothing, and even good bets can turn sour if you aren’t careful …

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