Jeffrey Gundlach Warns of ‘Garbage Lending’ as Private Credit Booms
In markets awash in “garbage lending” and unhealthy valuations, Jeffrey Gundlach is keeping his strategy simple: load up on cash and stay away from private credit.
Sentiment Momentum
Fox Business
December 2, 2025
December 2, 2025
Jeffrey Gundlach says cracks forming in America’s multitrillion-dollar private credit market
DoubleLine Capital’s Jeffrey Gundlach compares the booming private credit market to “wild west” conditions, warning of potential troubles ahead as market stress increases.
The Wall Street Journal
December 2, 2025
December 2, 2025
Opinion | Who’s Worried About a Private Credit Winter?
Dan Wertman has inadvertently highlighted the strength and resilience of the market.
World Socialist Web Site
December 2, 2025
December 2, 2025
Growth of private credit a “ticking time bomb”
A recent Financial Times editorial pointed to unmistakable signs that the conditions for another financial crisis are maturing.
Exclusive: Blue Owl considers reviving merger of private credit funds, contingent on fund’s share price, sources say
Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves, as the alternative asset manager evaluates its...
Private credit has a public confidence problem
Listed vehicles run by non-bank lenders trade at a hefty 11% dividend yield, yet also well below the value of their assets. Liquid bond and loan markets are providing renewed competition, threatening...
Global Finance Magazine
December 2, 2025
December 2, 2025
The Next Wave Of Private Credit
The collapse of First Brands demonstrates some of the challenges of private credit, while its use continues to expand.
Blue Owl Is Now the Face of Private Credit Anxiety
Add AI and fickle wealth to the mix of market jitters, and the firm provides investors the perfect focus for their worries.
Equitable Holdings: The $2B Transformation Creating a Capital-Light Financial Powerhouse (NYSE:EQH) – EQH Analysis – BeyondSPX
The company has deployed over $17 billion of its $20 billion commitment to AB’s private markets platform, which provides exposure to new insurance markets (pension risk transfer, Asia) while growing AB’s private...
ainvest.com
December 1, 2025
December 1, 2025
Is Ares Capital Corporation (ARCC) a Strategic Buy at Current Levels Below $21?
Ares Capital Corporation (ARCC), a business development company (BDC) specializing in private credit, faces challenges such as potential payout cuts and headwinds from competition in the private credit market. Despite these issues,...