Marco Werman

speaker

92 appearances 14 recordings 2 series first heard Dec 2024 last heard 11 Apr

Marco Werman’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 — 13 in all, peaking in Apr 2026 with 11.

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Just imagine if we get above 120 in those front contracts.

We've already seen a global tilt towards wealth destruction.

You mentioned it in the stock market.

We've lost almost, in terms of the stock market cap, almost 20% of GDP already in terms of the stock market cap.

And if crude oil keeps going up, it's its own worst enemy.

I think with private credit in particular, we are seeing a difference in vintage in terms of performance.

We are seeing weakness in the software sector.

We're seeing some concerns around marks.

And we're seeing concerns around the liquidity that's been promised against an asset class that is by its nature illiquid.

We've really lost the plot on credit.

We're talking the headlines and the conversations are about this little narrow area of direct lending, 200 billion of the non-traded BDCs.

And the reality is the last 15 years, credit has compounded great returns for investors around the globe.

And so we're talking about a little bit of skirmish on the sidelines here.

I'm Amy Morris and this is Bloomberg.

And I'm Marco Werman.

We're now with you hosting The World Together.

More global journalism with a fresh new sound.

You're used to hearing my voice on The World, bringing you interviews from around the globe.

And I'm Marco Werman.

We're now with you hosting The World together.

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