Vishwas Patkar
U.S. Head of Credit Strategy at Morgan Stanley, specializing in credit market analysis and private credit exposure, featured as the episode's primary guest discussing software-sector risks.
Best podcasts with Vishwas Patkar
Ranked by the Snipd community
36 snips
Mar 27, 2026 • 11min
Inside Credit Market’s Issuance Boom and Private Lending Risks
Vishwas Patkar, Head of U.S. Credit Strategy at Morgan Stanley, a specialist in credit market analysis, discusses drivers behind a surge in corporate debt issuance. He highlights AI capex and M&A as key forces. He also outlines rising concerns in private credit, including inflows, tight valuations, and software-sector loan vulnerabilities.
11 snips
Mar 2, 2026 • 7min
The Risks of Private Credit's Software Exposure
Vishwas Patkar, U.S. Head of Credit Strategy at Morgan Stanley, a specialist in credit market and private credit exposure, joins to unpack software-sector concentrations in opaque credit markets. He outlines private-heavy exposures in leveraged loans, CLOs and BDCs. He highlights weaker credit quality, refinancing risks, and valuation uncertainty as investors reassess software-related credit bets.
