Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
The Rabid Capitalist previously warned its subscribers that private equity was facing powerful headwinds in the form of higher interest rates, lower portfolio company valuations and competitive returns from other asset classes (see https://therabidcapitalist.com/2023/11/14/private-equity-pain-is-private-credits-gain/, https://therabidcapitalist.com/2023/08/06/the-business-development-company-bdc-investment-strategy-2/ and https://therabidcapitalist.com/2023/10/12/private-equitys-biggest-risk-its-private/). The damage to the asset class has begun to the benefit of private credit (as well as the Rabid Capitalist and its subscribers).
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