Consumer credit performance and Marcus portfolio lessons

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.

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