Topic
Direct lending
A guide to the best B2B podcast coverage of Direct lending - the shows and 6 episodes that go deepest, ranked by substance, not downloads.
Direct lending has emerged as a significant allocation within private markets, spanning everything from NAV financing structures used by family offices to broader private credit strategies. Episodes featuring Oak Hill Advisors' Eric Muller and insights from Oaktree Conference 2026 explore how operators navigate the intersection of public and private credit markets, while deeper dives into private credit fundamentals and the myth versus reality of private markets help cut through the hype surrounding these illiquid asset classes.
Best shows on Direct lending
Best episodes on Direct lending
- 82 / 100
Corporate Finance Explained | Private Credit: How Non Bank Lending Is Reshaping Corporate Finance
FinPod · 2026-06-11
…I mean, direct lending alone is basically rivaling the entire broadly syndicated loan market right now.…
- 80 / 100
What's Going on in Private Credit?
The Memo by Howard Marks · 2026-04-09
…leverage 1990s broadly syndicated loans and tranche securitizations 2000s the rising trend toward alternative investments, Subprime mortgage lending and mortgage backed securities 2000s expansion of direct lending 2000s marketing of direct lending vehicles to individual and retirement investors the investment world I first encountered in the summer of 1968 consisting exclusively of stocks and high grade bonds, seems quaint and…
- 77 / 100
Understanding Net Asset Value (NAV) Financing for Family Offices
The Mack Podcast · 2026-07-01
…So it's the residual kind of equity in your portfolio as the basis as opposed to an operating company or um, that would be more Common obviously in direct direct lending.…
- 76 / 100
Reflections on Oaktree Conference 2026 with Howard Marks
The Memo by Howard Marks · 2026-03-24
…Private credit before the global financial crisis was really direct lending, that was junior.…
- 74 / 100
Oak Hill Advisors' Eric Muller - operating at the intersection of public and private credit: live from iCapital Connect
Alt Goes Mainstream · 2026-06-30
…And so coming out of the GFC in that time, Goldman had also raised a senior direct lending fund right around that time.…
- 65 / 100
414: Private markets: myth vs reality
L&G Talks Asset Management · 2026-07-02
…The sub-investment grade part of private credit, commonly known as direct lending, has seen valuation markdowns over the last couple of quarters, as managers become more cautious on the potential impact of AI disruption on some of the software companies in their portfolios.…