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DEBT SERIOUS

Curated recap of the top news, articles, white papers, and other content across Debt Capital Markets, with a focus on Private Credit and Leveraged Loans.

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues72Foundeda year agoLast Issue6 days ago
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Latest Issues

Round #56: Déjà Vu: Radiant World, BlackRock TCP, and the Maturity Wall

In Round #56:

  1. VC’s DPI history

  2. Radiant World’s creditors pull facilities

  3. BlackRock TCP’s CV sale to Pantheon

  4. BDC’s defy expectations

  5. European maturity wall is moving

  6. 9fin’s covenant report

  7. Notable...

6 days ago
19

WEEKENDER | 8 August 2026

Weekly Debt Capital Markets Digest


News

Articles I found interesting. Doesn’t mean I agree with their takes.

  1. Public BDCs rebounded from lows as Q2 results showed stabilization and improvement. The piece summarizes cal...
9 days ago
17

Round #55: Private Credit: Building a Boogeyman

In Round #55:

  1. From Georgia with love

  2. How private credit became the dominant story in the media

  3. Looking into how PE socializes risk through insurers

  4. Q2 update on private equity and direct lending

  5. Notable deals...

12 days ago
18

WEEKENDER | 1 August 2026

Weekly Debt Capital Markets Digest


News

Articles I found interesting. Doesn’t mean I agree with their takes.

  1. The FOMC voted 9-3 to keep the Fed rate unchanged at 3.50%-3.75%, with three dissenting voices advocating fo...
16 days ago
19

Round #54: Warsh: Forward Guidance vs. Basis Trades

In Round #54:

  1. Why Georgia’s GDP has doubled

  2. Kevin Warsh and the leveraged basis trade

  3. Wells Fargo’s quarterly direct lending report

  4. Eagle Point on software loans and CLO equity investing

  5. Notable deals

  6. Bu...

18 days ago
18

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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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