Private Credit Risks & Nov Fed Shift | Special Guest Guest, Andrew Mark
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Private Credit Risks & Nov Fed Shift | Special Guest Guest, Andrew Mark
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About this listen
In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® and Chris Arends, CFA®, CMT®, CAIA® break down a turbulent November including rate-cut jitters, bank funding stress, AI-driven volatility, the much anticipated "Santa Rally", and the setup for a potential year-end recovery.They’re joined by featured guest Andrew Mark, CFA — Senior Vice President, Alternative & Private Credit Product Strategist at Pimco for a deep dive into what’s really happening inside the private credit and lending markets.
Key Topics Include:
- Why markets pulled back 5–7% despite strong earnings
- The Fed’s short-term pivot and how it repriced expectations
- Bank funding stress and liquidity signals to watch
- AI stock volatility and sentiment trends
- Consumer debt, delinquencies, and household financial health
- “Shadow defaults,” PIK loans, and risks in private credit
- Fraud concerns in lending markets — real issue or headlines?
- Public vs. private credit: liquidity, spreads, and risk
- Why active management matters now more than ever
- The seasonal technical backdrop heading into year-end
Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.
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