The David Lin Report cover image

Fed ‘Forced To Act’ As Private Credit Bubble Collapses, Banks On Brink | Chris Whalen

The David Lin Report

00:00

PIK, distressed marks and hidden defaults

Whalen explains payment-in-kind loans, overstated private marks, and likely markdowns across private assets.

Play episode from 13:50
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app