WEEKENDER | 22 August 2026
News | Transactions | Rates | Chart of the Week
DEBT SERIOUS
Curated recap of the top news, articles, white papers, and other content across Debt Capital Markets, with a focus on Private Credit and Leveraged Loans.
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Podcast | Episode #8: BDC Tender Offers | John Cox, Founder & CEO of Cox Capital
Listen now | Investment Thesis | Discount to NAV | Risks & Returns
Round #57: Unpacking: Jane Street, Software, CDS
NVIDIA’s $500B; ARR Discussion; Software Loans; Jane Street’s Developments; CDS Spreads Explained; Private Assets in 401(k)s; Notable Deals; Bulletin Board
WEEKENDER | 15 August 2026
News | Transactions | Rates | Chart of the Week
Round #56: Déjà Vu: Radiant World, BlackRock TCP, and the Maturity Wall
VC’s DPI; Radiant World: First Brands?; BlackRock TCP CV Sale; BDCs Outperform in Q2; European Maturity Wall Update; 9fin’s Covenant Report; Notable Deals; Bulletin Board
WEEKENDER | 8 August 2026
News | Transactions | Rates | Chart(s) of the Week
Round #55: Private Credit: Building a Boogeyman
Competing in Commodities; How Private Credit Became the Problem; PE-Owned Insurance and the Taxpayer Backstop; Q2 PE and Direct Lending Update; Notable Deals; Bulletin Board
WEEKENDER | 1 August 2026
News | Transactions | Rates | Chart of the Week
Round #54: Warsh: Forward Guidance vs. Basis Trades
Doubled GDPs; Fed Chair and the Leveraged Basis Trade; Wells Fargo’s Direct Lending Report; CLO Equity and Software Loans; Notable Deals; Bulletin Board.
WEEKENDER | 25 July 2026
News | Transactions | Rates | Chart of the Week
Round #53: Goldman Sachs: Capital Call Remix
One Year Later; Goldman Pitches Capital Call Lines Back to LPs; Tender Offers for BDC Shares; Notable Deals; Bulletin Board
WEEKENDER | 18 July 2026
News | Transactions | Rates | Chart of the Week
Round #52: Pile-On: Liquid Credit on Private Credit
$5.6T by 2030; Liquid Credit on Private Credit; HSBC Cuts PC Lines; ARR Loans & ARR ABS; Direct Lending Ups & Downs; Notable Deals; Bulletin Board