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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
Issues52Founded10 months agoLast Issue7 days ago
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Latest Issues

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...

7 days ago
19
8

Round #43: Dear Bankers, I Trained Your AI Replacement

In Round #43: Powell is out, Warsh is (almost) in; How I trained AI models on leveraged loans; Digging into reinsurance/private credit links; Institutional investors still love private credit; SRT is on the rise; Notable deals; Bulletin boa...

14 days ago
28
7

Round #42: Sponsors Chill, BDCs Confuse, PhDs Confirm

In Round #42: Paul Atkins & Co joining us; Q1’2026 LME updates; Alts evaluating their SaaS exposure; BDC leverage discussion; Private Credit will save us; Notable deals; Bulletin Board.


Disclaimer: there are 3,900+ of us here discus...

21 days ago
24

Round #41: Medallia: PIK Peaked, Keys Kaputed

In Round #41: Investors like bonds again; Thoma hands Medallia's keys to lenders; Ares' report on ABF; Hedge funds aggressively enter private credit; Podcast with a co-head of direct lending at Sound Point; Bonds backed by music rights; Not...

a month ago
31
8

Podcast | Episode #6: Private Credit in the Lower Middle Market | Andrew Eversfield, Co-Head of Direct Lending at Sound Point Capital

Andrew Eversfield joined Sound Point Capital in 2021 and is currently the Co-Head of Direct Lending. He was a Managing Director at CVC Credit Partners when Sound Point Capital acquired their Direct Lending platform in June 2021.

Before CVC...

a month ago
18
3

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  • 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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