Coffee with Bill: The Next Credit Storm Quietly Forming
Wed Feb 04 2026
The next financial storm won’t start with banks — it’s forming inside collateralized loan obligations and the private credit markets few are paying attention to.
Grab your coffee and slow down for a minute. This is one of those credit conversations you don’t rush past.
I walk through why CLO risk is building beneath today’s booming stock market and inflated real estate values. Rising costs, compressed margins, and higher interest rates are colliding with declining credit quality — a combination that feels uncomfortably familiar if you lived through the Great Financial Crisis.
Let's decode how CLOs are structured, why non-institutional borrowers dominate these deals, and why private equity exposure to private credit may be setting the stage for a broader reckoning by 2026.
📲 Watch the full conversation and share your take in the comments.
🎧 Also available to listen on your favorite podcast platform.
🔔 Subscribe to stay informed on the trends and strategies reshaping the distressed debt market and for weekly investor intelligence insights on distressed debt, loan resolution, and smart investing that builds both wealth and impact.
👉 If you enjoy what you hear please share.
First Lien Capital is your trusted investment partner delivering security and strong returns while making real impact, and First Lien Resolutions is your Special Assets Group for hire delivering integrated resolutions to protect capital and restore performance to distressed real estate debt scenarios.
Schedule a consultation with Bill to ELEVATE https://billbymel.com/investor/ or REVIVE https://billbymel.com/advisor/ your portfolio today.
To advertise on Debt Doctor or request an episode topic, please email podcast@billbybmel.com.
#CLOrisk #PrivateCredit #LeveragedLoans #CreditMarkets #FinancialRisk #MarketCycles #DebtDoctor
The music in this video is copyrighted and used with permission.
Music: Snappy by Jonathan Boyle
Source: https://www.premiumbeat.com
License: Creator License #7035351
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The next financial storm won’t start with banks — it’s forming inside collateralized loan obligations and the private credit markets few are paying attention to. Grab your coffee and slow down for a minute. This is one of those credit conversations you don’t rush past. I walk through why CLO risk is building beneath today’s booming stock market and inflated real estate values. Rising costs, compressed margins, and higher interest rates are colliding with declining credit quality — a combination that feels uncomfortably familiar if you lived through the Great Financial Crisis. Let's decode how CLOs are structured, why non-institutional borrowers dominate these deals, and why private equity exposure to private credit may be setting the stage for a broader reckoning by 2026. 📲 Watch the full conversation and share your take in the comments. 🎧 Also available to listen on your favorite podcast platform. 🔔 Subscribe to stay informed on the trends and strategies reshaping the distressed debt market and for weekly investor intelligence insights on distressed debt, loan resolution, and smart investing that builds both wealth and impact. 👉 If you enjoy what you hear please share. First Lien Capital is your trusted investment partner delivering security and strong returns while making real impact, and First Lien Resolutions is your Special Assets Group for hire delivering integrated resolutions to protect capital and restore performance to distressed real estate debt scenarios. Schedule a consultation with Bill to ELEVATE https://billbymel.com/investor/ or REVIVE https://billbymel.com/advisor/ your portfolio today. To advertise on Debt Doctor or request an episode topic, please email podcast@billbybmel.com. #CLOrisk #PrivateCredit #LeveragedLoans #CreditMarkets #FinancialRisk #MarketCycles #DebtDoctor The music in this video is copyrighted and used with permission. Music: Snappy by Jonathan Boyle Source: https://www.premiumbeat.com License: Creator License #7035351