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DEBT SERIOUS

DEBT SERIOUS

Curation and recap of the most interesting news, articles, white papers, and other content covering Debt Capital Markets broadly and Private Credit specifically.

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Substack
PricingOnly free issuesPublishesWeekly
Issues18SubscribersRead debtserious.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Round #16: Credit Due Fraudulence

In Round #16: Shutdown’s Effect on Private Credit in 401(k)s; Dive into HPS and the Broadband Fraud; Private Credit in Latin America; $1T in Carry over 25 Years; No Winter in Private Credit; Notable Deals!

3 months ago
4
2

Round #15: NDFInite Credit Concerns

In Round #15: J-Pow cut the Rates; Central Banks’ credit reforms; Anatomy of NDFI loans; Private Credit ratings overstated; AI disrupts music; Fitch sees no bubble in leveraged loans; Private Credit heads to Saudi Arabia; Notable deals!

3 months ago
5
4

Round #14: SRTonin: Happy Hormone of Risk Transfer

In Round #14: Private Credit: Marks to Myth?; What Are SRTs?; Who Said What — Blue Owl & JPMorgan; What Worries Me (sort of); Recent BDC Sell-Off; Apollo’s New Short; ABF 101; Deals!

4 months ago
9
6

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The writers behind this newsletter.

  • DEBT SERIOUS

    I curate and recap the most interesting news, articles, white papers, and other content covering Private Credit and Debt Capital Markets.

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