‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

谁是下一个赢家?:直径资本公司斯科特·古德温

Goldman Sachs Exchanges

2025-12-19

33 分钟
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Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode was recorded on December 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Welcome back to another edition of Goldman Sachs Exchanges, great investors.

  • I'm Michael Brandmeyer,

  • Global Head and Chief Investment Officer of the External Investing Group at Goldman Sachs Asset Management and your host for today's episode.

  • Today, I'm delighted to sit down with Scott Goodwin,

  • the co-founder and managing partner of Diameter Capital Partners.

  • Scott.

  • alongside Jonathan Lewinson established Diameter Capital in 2017,

  • building an alternative asset management firm which now manages approximately $25 billion in assets.

  • Diameter Capital is best known for its distinctive approach to global credit markets investing across the entire credit spectrum from investment grade to distressed assets in both public and private markets.

  • I'm excited to talk to Scott about his career, the long-time golden in diameter partnership,

  • his investment philosophy, and how he's navigating opportunities across the credit spectrum today.

  • Scott, great to have you here.

  • Thanks for having me, Mike.

  • It's a real privilege.

  • So I want to start today talking about today's credit landscape.

  • Right now, we're talking about spreads at about 3%, the 90th percentile.

  • The private credit markets are wide open.

  • You might even say booming.

  • And defaults overall seem

  • like they're relatively in check despite a couple of high profile defaults.