Jim Lebenthal
speaker
650 appearances
1 recordings
1 series
first heard Jul 2026
last heard 28 Jul
Jim Lebenthal’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
I'm not just throwing rocks from an island.
I participate in the media, so I see it firsthand.
And if I take a look at a current issue, by the way, such as private credit,
That's something that that's a story that is just tailor made for the media because there's all these headlines about, you know, this company was fraudulent and this executive says it's cockroaches and this fund is gating its investors.
OK, those headlines are.
are catnip for the media, and they're also catnip for your fear processors.
So what I invite you to do is when you're feeling that fear, is step back and remember what I just said, that if you're in high quality companies, you're gonna make it through thick and thin.
In the case of private credit, that means you've got to be in the right managers.
But you also have to think a little bit deeper about it.
Now, I'm not selling anyone on private credit right now.
I'm just going to use the numbers.
Private credit is roughly a $2.5 trillion market cap asset class right now.
Above that, or rather below that, is about $10 trillion in private equity capital that has been deployed.
that would have to basically go to zero for there to be a systemic risk in private credit.
That's really unlikely to happen.
So follow the data.
And there's a heck of a lot more data on that one story.
What I'm saying is acknowledge the fear.
It's a real emotion.
But then manage it.
Showing 61–80 of 650 · page 4 of 33
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