John Sheehan
Veteran fixed-income investor and portfolio manager for the Strategic Income Fund at Osterweis Capital Management. Speaks in the episode about the history, structure, and risks of private credit markets.
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Apr 27, 2026 • 51min
What's Actually Going On With Private Credit
Craig Manchuck, a veteran credit portfolio manager at Osterweis, and John Sheehan, a longtime fixed-income investor at Osterweis, unpack the private credit boom. They trace its roots before and after 2008. They dig into underwriting pressure, evergreen fund structures, gates, software lending, ties to private equity and insurance, and rising worries around defaults and a possible credit crunch.
