Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
SQM Research has just placed the private credit sector on watch, and that’s got the market talking. What does it mean? Should investors be worried? And where are the biggest risks hiding?
In this episode of The Theory of Thing Investment Podcast, James Whelan sits down with Louis Christopher, Managing Director of SQM Research, to break down:
✅ Why SQM is increasing its scrutiny on private credit
✅ The red flags emerging in the sector—from transparency issues to high leverage
✅ What investors and advisers need to watch out for
✅ How today’s risks compare to the 2008 mortgage trust crisis
✅ The future of private markets and whether the sector can weather the storm
It’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.