Julie Miecamp
speaker
186 appearances
5 recordings
1 series
first heard May 2026
last heard 13 Aug
Julie Miecamp’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in May 2026 with 2.
Appearances
In his read, the real near-term pressure is not the AI headline, it is the cost of capital and the wall of refinancing coming due.
He is blunt that the private markets have gone years with almost no restructuring, while the public markets restructure.
Every single year, which tells you the defaults are still coming.
And he makes the case that in Europe, the winners are the managers who do the boring work, the legal underride, the insolvency analysis, real diversification rather than the tourists chasing the same crowd of trade.
Bigger, he says, is not safer.
Here is Lucia Camblot, Deputy Head of Private Credit and Deal origination at Octus with Matthew Sestar.
Yes.
That was Matthew Sester in conversation with Lucia Camblor.
The headline version of the private credit story right now is fear.
Matthew gave us something more useful, a reminder that bigger is not safer, that the pain in software is really a cost of capital problem wearing a costume.
And that the discipline a lot of people quietly forgot, diversification and doing the legal work, is exactly what carries a portfolio through.
Clear, direct, and not the version you get on.
Panels.
If this one landed for you, the Octus team covers private credit and European distress markets every single day.
The analysis, the intelligence, and the data that makes conversations like this one possible.
Check the show notes to go deeper.
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And if you have a guest you want to hear on the show or a topic we should be digging into, send us a note at podcasts at octus.com.
We read everything.
A huge thank you.
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