SK

Steve Klinsky 5.0 2 ideas

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BIZD
VanEck BDC Income ETF
Private credit is an oversold asset class due to misplaced fears such as AI destruction and cockroach loans (which were bank loans, not private credit), and default rates are low (1.5%) compared to the discounts priced in, making it a buying opportunity similar to post-Lehman opportunities.
Fintech  · Apr 22 · YOUTUBE
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LONG HIGH
PSP
Invesco Global Listed Private Equity ETF
Private equity is not going bust; exits have been slower due to uncertainty but are poised to increase with a long lineup of companies ready to sell, and historical marks have been fair, making it a good time to invest.
Fintech  · Apr 22 · YOUTUBE
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LONG MED
Positions
TickerDirEntryP&LDate
BIZD LONG $13.12 Apr 22
PSP LONG $62.71 Apr 22
▶ YouTube It's a great time for buying across private equity and private credit, says Steve Klinsky
Private credit is a buying opportunity.
Private credit is an oversold asset class due to misplaced fears such as AI destruction and cockroach loans (which were bank loans, not private credit), and default rates are low (1.5%) compared to the discounts priced in, making it a buying opportunity similar to post-Lehman opportunities.
BIZD HIGH CNBC Apr 22, 13:42
Steve Klinsky
▶ YouTube It's a great time for buying across private equity and private credit, says Steve Klinsky
Private equity is a buying opportunity.
Private equity is not going bust; exits have been slower due to uncertainty but are poised to increase with a long lineup of companies ready to sell, and historical marks have been fair, making it a good time to invest.
PSP HIGH CNBC Apr 22, 13:42
Steve Klinsky
Steve Klinsky | 2 trade ideas tracked | BIZD, PSP | YouTube | Buzzberg