Nick Nemeth
Writer and author of the Mispriced Assets Substack, focused on risks in private credit and insurance-sector exposure, known for investigative analysis on financial vulnerabilities.
Best podcasts with Nick Nemeth
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65 snips
Apr 6, 2026 • 42min
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
Nick Nemeth, writer of Mispriced Assets who digs into hidden risks in private credit and insurance, breaks down why private loan valuations can be misleading. He explores manager-marked NAVs, concentrated software and sponsor risks, refinancing fragility, and how life insurers and reinsurers could amplify trouble. Short, sharp, and investigative conversation about sources of systemic vulnerability.
27 snips
Apr 8, 2026 • 1h 17min
#734: The Generational Wealth Heist with Nick Nemeth
Nick Nemeth, researcher and writer on mispriced assets and systemic financial risks. He outlines how accounting tricks, offshore reinsurance and private credit marks may leave major life insurers effectively insolvent. Short, sharp takes on captive reinsurers, hidden leverage, and a potential crisis that could ripple through pensions and markets.
