Episode Details

This video is a clip from BND: Strategy Room Live Stream on March 21, 2026. The problems in the Private Credit Market are turning into a contagion! MFS solutions, a UK mortgage lender, collapsed! Banks are looking to lend additional money to Private credit funds, even as withdrawals continue to increase. The legal battles between Western Alliance Bank and Jefferies expose many of the underlying risks for banks in lending to the Private Credit Market. The troubles are now spreading to consumer loans as Stone Ridge Asset Management’s fund is under siege. We take a looking inside Cliffwater’s $42 billion Private Credit black box.