Matt Wirz
speaker
46 appearances
1 recordings
1 series
first heard Jul 2026
last heard 31 Jul
Matt Wirz’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
The software issue is going to take years to play out.
Blackstone, which you mentioned, they took a big loss on Medallia, which is this customer services software company that the private equity owner said, you know what, I'm done.
I don't want this company anymore.
You take it off my hands.
And the private credit lenders had to take it over.
There's another company called Cornerstone On Demand.
They make HR software.
There's a private credit fund that just marked down a loan that they hold to that company to around 63 cents on the dollar.
Not a sign that they think this business is booming.
So even if the withdrawals
are slowing down, it's going to take a really long time for them to return to the heyday that we saw when there was kind of a private credit gravy train going from like COVID all the way through to the end of last year.
Silver lining, though, a lot of these firms that are invested in these software companies that are suffering from competition from AI, they are also big investors in AI, right?
So that is potentially
a springboard for them to rebound.
What do you think?
Is that going to turbocharge these stocks again?
Okay, Anna Maria, the artificial intelligence boom is fueling a lot of the U.S.
economy, but we got a kind of ho-hum number on GDP this week.
What if the economy slows down?
What does that do to the investments that these firms make and to their stocks?
Showing 21–40 of 46 · page 2 of 3
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