Who's afraid of private credit?

谁惧怕私人信贷?

The Indicator from Planet Money

2026-03-31

9 分钟
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单集简介 ...

There is a $3 trillion dollar black box at the center of the economy. It’s called private credit. These are direct loans from private investors to private companies. They’re often riskier, less regulated than traditional bank loans – and far less transparent. Spooked investors are scrambling to cash out, and some funds aren’t letting them. It’s all fueling fears of another financial crisis. On today’s show, the private credit exodus. Come see Planet Money live on stage in April! 12 cities. Details and tix here: https://tix.to/pm-book-tour.  Related episodes: What could break next? Who’s financing Meta’s massive AI data center? For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Sierra Juarez. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter.   To manage podcast ad preferences, review the links below: See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Privacy Policy
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  • NPR.

  • When Richard Cox retired back in 2024, his broker pitched him on this hot new place to invest some of his savings.

  • He made it sound very.

  • Very attractive.

  • That new place was something called private credit.

  • It's basically what it sounds like.

  • Richard would be investing in a big pool of tons of money that gets loaned out to businesses,

  • kind of like alternatives to bank loans.

  • The catch is that you often have no idea what you're invested in.

  • Still, Richard went for it.

  • He parked $30,000 of his retirement money into private credit.

  • Later on, he mentioned this to another broker.

  • This long silence on the phone and like an audible gasp.

  • That investment was, in that broker's view,

  • too risky for a guy like him to get into and potentially too difficult to get out of.

  • When Richard did eventually ask to pull his money out, he was not alone.

  • So not alone that some private credit funds have limited saying yes to everyone who asks.

  • This is The Indicator from Planet Money.

  • I'm Waylon Wong, and I'm joined today by Indicator intern Vito Emanuel.

  • Hello.