KKR's Thompson on Private Credit, Refinancing, M&A

The video discusses the dynamics of competition and partnership in the debt capital markets, focusing on the role of private credit as a financing alternative. It highlights the increasing scale of private credit deals and the impact of market disruptions on financing strategies. The discussion also covers the challenges in the syndicated market, the effects of rising interest rates, and the strategic positioning of firms like KKR in navigating these changes. The video concludes with insights into future opportunities and risks in the financial landscape.

What does the speaker suggest about the future of large-scale private credit deals?

How does the speaker view the current state of the syndicated marketplace?

In what ways has KKR managed its risk over the past 15 to 18 months?