Bullish:

• 🟢 $Private Credit - Discussing the potential of direct lending and private credit due to secular tailwinds and attractive features like floating rate assets, short duration, and active management.
  • “I think direct lending and private credit still have a long, long way to go... There's a lot of just secular tailwinds for direct lending.” - Mike (0:00)
  • “The reason that private credit is so attractive is it's a floating rate asset, short duration, self structured, self negotiated, actively managed in partnership, usually with some sophisticated owner of a company or an asset.” - Mike (0:00)