Private credit is booming, nearing $2tn in assets globally. Most of that debt is being traded out of the public eye, a fact highlighted in the latest Global Financial Stability report from the IMF. Is the IMF right to be worried? We discuss. We also short media coverage of Jamie Dimon and go long vowels.
For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer
Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
Read a transcript of this episode on FT.com
Hosted on Acast. See acast.com/privacy for more information.
Two stock markets, two takes
Is America overpriced?
Cash Rethink Energises Asset Markets
Introducing Untold: The Retreat
Today's inflation numbers
Tech stock winners
Cool markets, hot takes
The year ahead, according to AI, and humans
The Unhedged Awards
Markets gone wild
Thirty-seven years of wisdom
Central bank lookahead
The return of crypto
Introducing Hot Money: The New Narcos
Gold just set a record. Why?
Down the liquidity hole
Have rates peaked?
What the London Stock Exchange really trades
The zombie companies
What does Walmart know?
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast