Is Private Credit in Trouble?

Is Private Credit in Trouble?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of Private Credit. With recent turbulence in the sector, it is a timely conversation. After years of accumulating assets quickly, the Private Credit sector is experiencing some of its first stress as assets (try to) flow out of the market. This conversation focuses on Direct Lending, but has implications for many forms of Private Credit.Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Episoder(80)

Ceasefire in Iran - The Investment Implications

Ceasefire in Iran - The Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent ceasefire in Iran, stock market reactions, and future investment implications. They cover the economic impacts of displa...

16 Apr 23min

Are Markets Properly Pricing Iran Risk? - Investment Implications

Are Markets Properly Pricing Iran Risk? - Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scen...

4 Mar 32min

2026 Outlook Final Episode - Sector Selection

2026 Outlook Final Episode - Sector Selection

In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors...

19 Feb 44min

2026 Outlook | Episode 2: Macro Drivers

2026 Outlook | Episode 2: Macro Drivers

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook and the major macro themes to keep an eye on. This is episode two of a three-part series, covering year-ahead ex...

19 Feb 28min

2026 Outlook: The Year Ahead

2026 Outlook: The Year Ahead

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook for AI and strategic industrials & materials. This is episode one of a three part series, covering year-ahead ex...

19 Feb 34min

The Fed Cuts - What's Next?

The Fed Cuts - What's Next?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the latest Fed action, their trajectory, and what they expect to come next. Interest rates are vital to the economy, and each move ...

21 Jan 23min

Beyond the Headlines: Fundamentals vs Fear in the Stock Market

Beyond the Headlines: Fundamentals vs Fear in the Stock Market

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the drivers behind recent market action, the current state of corporate earnings, and what they're expecting for the rest of the ye...

21 Jan 25min

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