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.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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debtserious.substack.comLatest Issues
Round #47: Altice & Lenders: It's Complicated
In Round #47: Interesting banks; Altice’s new “shenanigans”; Kirkland and Palantir building an AI tool; ECB’s Financial Stability Report; A take on Blackstone’s redemptions; Goldman Sachs opines on credit markets; Deals; Bulletin Board
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Round #46: Apollo + Blackstone: GPU-Backed Loans
In Round #46: KKR on starting to trade private loans; Dissecting Apollo and Blackstone's $36B loan to Anthropic; Decline in PE-backed financings; Looking into CDS market for hyperscaler debt; A take on the recent podcast on private loan mar...
Podcast | Episode #7: How Lenders Value Private Credit Loans | Ron Kahn, Co-Head of Global Valuations and Opinion Group at Lincoln International
Ron is Co-Head of Lincoln International’s Global Valuations and Opinions Group, leading a team of more than 250 portfolio valuation and transaction opinion professionals. Ron provides capital advisory and valuation expertise to clients acro...
Round #45: Party Like It’s 1875… or 18.75%
In Round #45: The Financial Times being quiet (for a little); India’s Private Credit market through an SP Group + Tata Sons deal; A report on European private equity’s value-add levers; Credit Commandments; Will SaaS loans follow CRE’s play...
Round #44: Apollo's AMAPS & Gell-Mann Amnesia Effect
In Round #44: Thoughts on April inflation; Relearnig how to read news; Diving into Apollo’s new AMAPS; Bank loans are up, while PC is down; Is the credit cycle still a thing?; Deals; Bulletin board.
Disclaimer: there are 4,000+ of...
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The writers behind this newsletter.
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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