Episode 85 | Private Credit Headlines vs. Reality: CEO Insights, Default Data & Market Noise

Description:

Welcome to Top of Mind with Consilio Wealth!

Chris Kaminski and Hao Dang continue the conversation on private credit, breaking down new data, CEO commentary, and what’s actually happening beneath the headlines. They unpack default rates, redemption trends, and the growing gap between strong and struggling managers, while challenging the narrative that the entire asset class is under stress. The episode also touches on market behavior, speculative AI trends, and emerging risks around data center expansion.

We discuss:
➡️ CEO perspectives from BlackRock and Franklin Templeton
➡️ Default rates, non-accruals, and what the data really shows
➡️ Fund flows, redemptions, and where capital is moving
➡️ Why manager selection matters more than ever
➡️ Media narratives vs. actual market conditions
➡️ The Allbirds AI pivot and speculative market behavior
➡️ Data center pushback and implications for AI growth