Credit monitoring and cautious positioning for 2026

Willy was joined by Michael Nierenberg, Chief Executive Officer of Rithm Capital, a diversified global asset manager with a growing footprint across private credit and real estate assets.

Together, they discussed the evolution of Rithm Capital into a scaled asset management platform, the health of the U.S. consumer and asset-based lending markets, housing trends across single-family and multifamily, strategic shifts in the banking industry, and the macro outlook, including AI investment and today’s market risks.

Learn more about your ad choices. Visit megaphone.fm/adchoices