Scott Nations

speaker

580 appearances 1 recordings 1 series first heard Jan 2026 last heard 16 Jan

Scott Nations’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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Prof G Markets · Your Brain is the Worst Investor in the Room — ft. Scott Nations · 16 Jan 2026 podcast

Once I started to realize that, suddenly I started to think, okay, well, we're trying to measure the leverage.

We have no idea.

We don't have a clue.

So it's almost...

moot to try to do that right now if you have this massively expanding industry that is private credit and which is new and which has caused some bankruptcies that we've seen.

First brands would probably be the best example.

So I guess I appreciate you bringing it up and I appreciate hearing that it is a concern to you.

How big of a concern is it to you?

It is a big concern.

Unfortunately, it's difficult to quantify now.

Yeah.

why is it a concern?

Well, not only is it big, we do know it's big, it's opaque, but also these are often second, third tier credit risks.

So if you're a AAA company and you want to borrow money, there are lots of ways you can do it very cheaply.

If you're just a couple of notches above junk, then that's when you go into the private credit market.

And so that's why it's dangerous.

And the fact that we're just now becoming aware of the problem, I think, is a problem in and of itself.

For example, most people in finance had never even heard of portfolio insurance until the Wall Street Journal started writing about it in early October of 1987.

Looking ahead to the rest of the year, any things, any themes that you think that we should be paying more attention to, perhaps that we're not talking enough about, anything that you're really focused on going into the year?

Yeah, I think one thing to pay attention to is the fact that the Federal Reserve is going to lower interest rates through the remainder of the year.

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