Ryan Miller
speaker
4,581 appearances
12 recordings
2 series
first heard Mar 2026
last heard 10 Aug
Ryan Miller’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 — 12 in all, peaking in Jul 2026 with 4.
Appearances
The twenty twenty six and twenty seven leveraged loan maturity wall has largely been refinanced away as of early December of twenty twenty five.
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Maturities across twenty six and twenty seven had come down about fifty-nine billion dollars, down from about a hundred and ninety-five billion at the end of twenty twenty four.
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And the herd that read that said, crisis averted.
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Great news.
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The wall is gone.
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The wall's not gone, my friends.
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The wall just moved.
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Because in the same data, 2028 maturities expand to about $301 billion.
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$300 billion.
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Nothing was solved.
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The problem got pushed down the calendar by two or three years at a higher coupon.
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And that's into a year that nobody's even looking at.
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So here's the practical consequence.
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And it is brutal, my friends.
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If you're raising a distressed or opportunistic fund right now to buy corporate distress in twenty twenty six, you're early.
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And you know what early costs.
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Early costs you your fund, potentially.
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The dated supply isn't landing in twenty six.
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It's landing in twenty eight, which means the real question for a GP is not is a recession coming?
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The real question is does my fund structure survive until my date?
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Showing 201–220 of 4,581 · page 11 of 230
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