What the top podcasts are saying about Private credit.
Private credit came up in 4 of 40 episodes (10%) in the four weeks to Nov 8, about the same share as in the earlier weeks (10%).
Share of episodes, four weeks at a time
The 4 episodes behind the newest bar
- Why Nobody Defaults Anymore (w/ Kenny Tang, PitchBook)Private Equity Funcast · week ending Nov 8 · said it 46 times
- Dynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524)Capital Allocators · week ending Nov 8 · said it twice
- Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AIHow I Invest · week ending Nov 1 · said it twice
- Why debt discipline matters as infrastructure’s definition expandsThe Infrastructure Investor Podcast · week ending Oct 18 · said it twice
What the shows said about Private credit
Key takeaways from our write-ups that name it, newest first, no more than two from one show. Each links to the full write-up.
Alter Domus executive Patrick Krajci warns that private credit secondaries cannot run on private equity fund administration infrastructure.
Credit Secondaries Require Monthly Loan Servicing Infrastructure · Private Equity Spotlight · week ending Nov 15Borrowers and private credit lenders are pushing debt maturities out to 2028 and 2030 to bypass volatility around the US presidential election.
Private Credit Debt Wall Is Moving to 2028 · Private Equity Funcast · week ending Nov 15In an investor letter during that deployment freeze, Uppal rated pipeline quality a 5 out of 10, rejecting the private credit convention of claiming constant deal strength.
Vik Uppal on Flexible Credit and Sitting Out 2023 · Capital Allocators · week ending Nov 8In European private credit, the firm prices risk at 3.5% over Euribor to deliver 7.5% to 8% yields, avoiding the double-digit return profiles that attract high default rates.
Christopher Donahue on Private Credit: Capping Yields at 8 Percent · How I Invest · week ending Nov 1Advanced public pensions now push private market allocations past 30%, funneling capital into mega-cap buyout and private credit strategies that can absorb large ticket sizes.
Endowments Pick Managers While Pensions Model Liabilities · How I Invest · week ending Oct 25Real estate credit offers allocators a sub-0.2 correlation to private equity, private credit, and real estate equity; adding AI-tied assets dilutes that diversification.
Why Invesco Real Estate Credit Won't Touch Data Centers · Capital Allocators · week ending Oct 11Rather than launching dozens of niche retail products, Ares restricts its wealth distribution to three targeted lanes: private credit income, real assets, and equity secondaries.
Ares' 3-Theme Strategy for Private Wealth Distribution · Dry Powder · week ending Sep 13New structures like Fiagro are enabling a burgeoning private credit market, filling crucial middle-market lending gaps and offering tax-efficient investment vehicles.
Brazil's Hidden Alpha: Distressed PE, Niobium, and Precatórios · Fund Shack · week ending Aug 9
Earliest mentions in our archive
The first episode from each show that said it, oldest first. The matched words are marked.
“…acquired from S&P and then a group called Lumic which is a private credit portfolio monitoring solution. Both of…”
Private Equity is Coming For Your 401(k) (w/ PitchBook’s Nizar Tarhuni)
“On all the lending strategies and private credit in the APAC region. The Australian market and and APAC in…”
“…portfolio. You have certain investments like private credit sometimes up to 50%. You have other ones like venture capital…”
“…spectrum. There's a huge opportunity in private credit, I think, that we'll see in coming months. And the And the…”
Private Capital in Brazil: Where Are the Best Opportunities? | Tim Chamberlain, Brunel P…
“For more than two decades, Kipp has helped grow Ares from a private credit specialist into one of the world's largest alternative investment platforms. Few investors have had a closer view of how private credit has…”
Looking Beneath the Private Credit Headlines w/ Ares' Kipp deVeer
“…on the importance of the asset-backed nature of a sector to explain its allure and resilience, especially compared to private credit. But the definition of infrastructure seems to get looser all the time,…”
Why debt discipline matters as infrastructure’s definition expands
Most recent mentions
The newest episodes that count toward the chart, no more than two from one show.
“…but you don't want to be in workout if you're in private credit or private equity. They had made, you know,…”
“…some resources, also private equity, venture capital, less venture capital than you may have at an endowment or foundation, healthy allocation to private credit. If you can invest in private credit and then you can also have significant co-investments, that goes a long way in helping meet your…”
Dynamic Allocation and Concentrated Conviction – Zack McGuire (EP.524)
“Um this year we closed a private market a private credit deal 700 million European. Now 700 million, the big boys…”
Federated Hermes CEO on $400 Billion in Cash, the Private Markets Boom, and AI
“…asset classes. Low correlation to any public market, fixed income, or equity asset classes. Interestingly, a sub-0.2 correlation to private equity, private credit, real estate equity. Real estate credit has been a good diversifier in both a broad portfolio, also in an alts portfolio,…”
Real Estate Credit Over Yield at Invesco – Charlie Rose (EP.519)
“…the S&P's up a lot, what does that tell me about your private credit? And you tell me, oh, it's up. And I tell you the…”
$242B Investor on AI, Market Bubbles & How the Best Investors Build Portfolios
Which shows say it
| Show | Last four weeks | All weeks counted |
|---|---|---|
| How I Invest | 1 | 5 |
| Capital Allocators | 1 | 3 |
| Private Equity Funcast | 1 | 2 |
| The Infrastructure Investor Podcast | 1 | 1 |
| Dry Powder | 0 | 1 |
| Fund Shack | 0 | 1 |
More trends
Episodes in the newest four weeks:
How we count. An episode counts when its transcript says “private credit” at least twice; plurals count too. We count a shortened re-upload of an episode we already have only once, and we skip the sponsor reads and show promos we can spot. A model marks them in every transcript and our code checks each mark against the words; we also skip the lines around phrases like “brought to you by” and any passage a show reads word for word in three or more episodes. The share is the counted episodes divided by all episodes from the private equity shows we cover in the same four weeks, so a busy month of releases does not raise it by itself. The mix of shows does change from month to month, and one daily show can move a number. Weeks run Monday to Sunday, and the week in progress is left out until it ends. The chart starts with the week of June 22, 2026, when our archive became steady. A few older episodes can still appear under the earliest mentions, and some weeks have gaps. Transcripts are automatic captions, so we also match the spellings they use. The counts cover only the shows we summarize. Download the counts (JSON) or CSV.