Episode Details

This video is a clip from BND: Strategy Room Live Stream on March 28, 2026. The zero loss-fallacy has evaporated for the Private Credit Market. Now major players such as Apollo, KKR, UBS, and BlackRock are locking down their funds and halting redemption requests. The Private Credit Market is experiencing a decrease in inflowing funds, an increase in redemptions, and an increase in delinquency. This analysis explores investors’ skepticism about Blue Owl’s loan sale, possible sale for Jefferies, how banks are playing both sides of the Private Credit Market, how the state of Iowa has a life insurance problem, how banks could end up lending more to this market depending on what happens with capital reform, Moody’s downgrades KKR fund to junk, and finally we look at what is happen in Europe.