James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 3d ago

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

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recordings per month · last 12 months

Recordings per month over the last 12 months — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · $3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle · 28 Aug 2026 podcast

But why is a home builder like Bathler turned to private credit funds to borrow from? matched

Yeah, matched

Yeah. matched

I I think she's worried about the sort of contagion in i in the private credit space. matched

Yes, there's a a handful of private credit lenders that are directly exposed to Bathlite and they'll have to work through how they try and complete projects and recover as much money as possible. matched

But then you've got this sort of broader test for the private credit sector. matched

Because everybody's now going to be thinking, hang on, what's in the private credit fund that I'm in? matched

Yeah. matched

Should I get my money out? matched

I don't know if they're exposed to Bathor or not, but maybe it's better just be on the safe side and I'll take my money out straight away. matched

So you can get this sort of rush for the exits, which is dangerous because uh a lot of what these guys, the private credit guys have lent against. matched

Is not liquid stuff that you can sell tomorrow. matched

It's property developments that might be ten months, twenty months, thirty months away from completion. matched

And so you get this mismatch in liquidity where people want to get out now, but they can't get their money for some time. matched

And what that leads to is redemptions, so withdrawals from private credit funds being gated or halted. matched

That gets the storm matched

Rolling again. matched

And so I think that's what Sierra Court's really concerned about that we do get this sort of relatively isolated incident built into a big problem for private credit. matched

And ASIC's been looking at this sector for a long time. matched

They've been saying for a while, guys, your disclosure's not good enough. matched

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