James Kirby

speaker

10,396 appearances 44 recordings 1 series first heard Apr 2026 last heard 2d ago

James Kirby’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 44 in all, peaking in Jul 2026 with 9.

Appearances

newest first · ▶ plays the moment

The Money Puzzle · Cash is king again...here's why · 21 Sep 2026 podcast

But what's really interesting is this is the first in the period of post-private credit boom, you might say. voice-verified

And all the big names, Balmain and Latrobe and PAG Capital and Metrics, they're all in there and they are all exposed in various fashion in various ways. voice-verified

Even the future fund. voice-verified

It seems. voice-verified

It turns out had an exposure to PAG Capital and wanted to know what was their exposure to Bathla. voice-verified

And we've mentioned Balmain on the show more than once as perhaps a a stepping stone into private credit for people because it was seen as one of the lower risk ways in, you know, uh the secured mortgages, you knew what the property was, it wasn't collateralized or anything like that. voice-verified

So you've been worried about the space. voice-verified

Here it comes, you say you you pulled out a bit early, but you're probably happy to be out now. voice-verified

Where does it go from here, do you think? voice-verified

Will we see private credit funds freezing their redemptions? voice-verified

No bad thing. voice-verified

We've been very skeptical about it all the way. voice-verified

And I know to some extent perhaps some of our listeners might have missed some opportunities, but we've been extremely skeptical about it because I believed all through this private credit boom that the everyday investor was at the back of the queue. voice-verified

And they were actually coming in late and they were getting the worst material and the worst funds. voice-verified

I hope that m our listeners are defended from that risk. voice-verified

Okay, just one last thing. voice-verified

on that area, then what about traditional property trusts, REITs, as we call them on the ASX? voice-verified

Well hi in an area of higher returns but higher rates? voice-verified

Do they continue to struggle, do you think? voice-verified

You're just looking for landlords, is that it? voice-verified

Showing 581–600 of 10,396 · page 30 of 520