Bullish:

• 🟢 $PRIVATECREDIT - Private credit is seen as a defensive and stable investment option, offering insulation from market sentiment fluctuations, regular cash distributions, and potential inflation hedging. It has also acted as a defense against credit crunches by disintermediating credit away from the banking system.
  • “By design, private credit and private markets actually more generally are insulated from these fluctuations in sentiment.” - Lotfi (4:19)
  • “I would say our investors, especially the ones that have locked up capital in closed end funds, they see credit as being very defensive, an ability also to get access to cash pay and regular distribution, and they see private credit as being a good hedge against potential inflation as well.” - James (5:39)
  • “I think part of the reason why we didn't have it is because private credit has acted as a very solid line of defense against the risk of a credit crunch in my view. So the fact that credit has been disintermediated away from the banking system is in some ways a good line of defense against these sort of fluctuations in the business cycle.” - Lotfi (17:22)
• 🟢 $DIRECTLENDING - 🔒

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• 🟢 $ENERGY - 🔒

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