Private Credit & Direct Lending Podcast Episodes

Private credit — loans and debt instruments originated by non-bank lenders — has grown into one of the most consequential corners of American finance. With over $1.7 trillion in assets under management, the US private credit market now rivals the leveraged loan and high-yield bond markets combined. Episodes in this collection explore how direct lenders, business development companies (BDCs), and credit-focused funds reshaped corporate borrowing in America since the 2008 financial crisis.

Across 700+ episodes from podcasts including Capital Allocators, Odd Lots, How I Invest, and The Memo by Howard Marks, you will find deep dives into credit underwriting, deal structuring, covenant analysis, and the macro forces driving demand for alternative fixed income. Whether you are tracking the rise of direct lending in the middle market, understanding BDC portfolios, or following the debate around systemic risk in shadow banking, these transcripts give you searchable access to expert conversations.

Each episode is indexed with a full searchable transcript and AI-generated summary — so you can find the exact moment a guest explains floating-rate mechanics, discusses a specific credit vintage, or debates whether private credit can weather a recession.

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