#CovenantLite
Private Credit Unlikely to Spark 2008-Style Crisis: Former Bear Stearns CEO: private credit unlikely to cause 2008-style crisis; $1.5tn market with ~30% covenant-lite issuance raises localized risk (Mar… 👈 Read full analysis #PrivateCredit #FinancialCrisis #BearStearns #CovenantLite #MarketInsights
Private Credit Unlikely to Spark 2008-Style Crisis
Former Bear Stearns CEO: private credit unlikely to cause 2008-style crisis; $1.5tn market with ~30% covenant-lite issuance raises localized risk (Mar 24, 2026).
dlvr.it
March 24, 2026 at 6:50 PM
@covenantlite @jay_21_ @SkeleCap @zatapatique @amillerstrategy haha yeah sorry all
December 9, 2024 at 1:04 PM
@covenantlite @DavidSchawel so, (totally random numbers) $5 bn assets bad 25bn assets good 50 bn assets bad.
December 9, 2024 at 11:12 AM
@covenantlite @nosunkcosts met mine on Hinge, never would have without and happy to admit it.
December 9, 2024 at 9:50 AM
@covenantlite @dougtee @SkeleCap man I miss Starcraft.
December 9, 2024 at 7:37 AM
@covenantlite why?
December 9, 2024 at 6:19 AM
@covenantlite got it, ty.
December 9, 2024 at 6:14 AM
@covenantlite although I'd note that isn't typically the definition of "welfare" I would endorse, agree with, consider accurate etc.
December 9, 2024 at 3:56 AM
@covenantlite to one range of definitions for "welfare", nothing.
December 9, 2024 at 3:51 AM
@covenantlite @dougtee harsh, but fair.
December 9, 2024 at 3:00 AM
@covenantlite yes, and good, you shouldn't.
December 8, 2024 at 8:47 PM
@covenantlite omg
December 8, 2024 at 7:51 PM
x.com
x.com
December 8, 2024 at 7:51 PM
@covenantlite
December 8, 2024 at 2:37 PM
Phenomenal work gents @MugatuCapital @covenantlite @dougtee @TadAllagash
December 7, 2024 at 6:17 AM
🔎 When #capital is easy, discipline slips. Prof. Christian Eufinger shows how #CovenantLite in #PrivateCredit adds flexibility but also risk, as recent U.S. failures reveal. 🔗 link.iese.edu/4pgYpoO
December 4, 2025 at 2:51 PM
@covenantlite @georgepearkes @nosunkcosts met mine on tinder; Jewish mother had never heard of it.Honestly the taboo w/ the older generation
November 24, 2024 at 2:41 AM
@covenantlite @georgepearkes @nosunkcosts extends to all online dating. They don't know the reputation discrepancies between the portals.
November 24, 2024 at 2:41 AM
@covenantlite @georgepearkes @nosunkcosts admitting to our friends that we met on tinder was more I don't know if scandalous is the bestword
November 24, 2024 at 2:34 AM
@covenantlite @georgepearkes @nosunkcosts but it was that. Our friends just were more skeptical at first but once mine got to know her (and
November 24, 2024 at 2:34 AM
@covenantlite @georgepearkes @nosunkcosts hopefully vice-versa!) there is no stigma.
November 24, 2024 at 2:34 AM