Are Bubble Risks Emerging in Leveraged Finance?

12/12/2025 10 min Episodio 158
Are Bubble Risks Emerging in Leveraged Finance?

Listen "Are Bubble Risks Emerging in Leveraged Finance?"

Episode Synopsis


Lyuba Petrova, Lyle Margolis and Justin Patrie examine bubble risks as equities surge, credit spreads tighten, private credit faces hidden vulnerabilities and AI investment accelerates, though valuations suggest buyers aren’t overpaying.