DEBT SERIOUS
DEBT SERIOUS Podcast
Deep-dive conversations exploring private credit, leveraged finance, distressed debt, and debt capital markets. debtserious.substack.com
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DEBT SERIOUS
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Podcast website
Latest episode
May 30, 2026
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Episodes
Podcast | Episode #7: How Lenders Value Private Credit Loans | Ron Kahn, Co-Head of Global Valuations and Opinion Group at Lincoln International 30.05.2026 37:21
Ron is Co-Head of Lincoln International’s Global Valuations and Opinions Group, leading a team of more than 250 portfolio valuation and transaction opinion professionals. Ron provides capital advisory and valuation expertise to clients across industries and serves on the firm’s Global Executive Committee. Ron has more than 30 years of experience advising corporate and private equity clients on the...
Podcast | Episode #6: Private Credit in the Lower Middle Market | Andrew Eversfield, Co-Head of Direct Lending at Sound Point Capital 25.04.2026 42:15
Andrew Eversfield joined Sound Point Capital in 2021 and is currently the Co-Head of Direct Lending. He was a Managing Director at CVC Credit Partners when Sound Point Capital acquired their Direct Lending platform in June 2021. Before CVC, Andrew was part of GE, where he was selected for the Corporate Leadership Staff and held a range of senior roles across finance, sales, and platform leadership...
Podcast | Episode #5: Hidden Risks in PE-Owned Life Insurance | Tom Gober of Thomas Gober Forensic Accounting 28.02.2026 58:44
Tom Gober is President of Thomas Gober Forensic Accounting Services and specializes in forensic accounting and fraud investigations, primarily in the insurance and reinsurance industries. Since the 2008 financial crisis, his work has focused on the financial condition of the U.S. life and annuity sector, particularly captive reinsurance structures used to offload liabilities and inflate liquidity,...
Podcast | Episode #4: Interval Funds, Secondaries, and Private BDCs | Leyla Kunimoto of Accredited Investor Insights 06.02.2026 31:16
Leyla Kunimoto is an investor and editor of Accredited Investor Insights , a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of evaluating alternative investments from the limited partner perspective. Leyla began investing in public markets in 2001 and expanded into private markets in 20...
Podcast | Episode #3: The Fed, Liberty, and Private Credit | Jim Grant of Grant's Interest Rate Observer 13.12.2025 29:22
Jim Grant is the founder and editor of Grant’s Interest Rate Observer and one of the most respected voices in financial markets. Grant is the author of ten books on finance and history. His most recent book is Friends Until the End: Edmund Burke and Charles Fox in the Age of Revolution. His other works include Money of the Mind, a history of borrowing and lending in America; a life of John Adams,...
Podcast | Episode #2: CLOs: No Credit Contagion | Michael Kao of Kao Family Office / Akanthos Capital 16.11.2025 48:49
Michael Kao has been in the investment business for 30+ years, with extensive experience analyzing and investing across a wide range of markets and asset classes — from commodities and credit to convertible arbitrage, capital structure and event-driven strategies, and distressed debt and equity. He began his career in the early 1990s in the commodities unit at Goldman Sachs in New York. After Gold...
Podcast | Episode #1: First Brands Bankruptcy | Joe Sarachek, Managing Director at Sarachek Law 12.10.2025 45:00
Joe Sarachek is one of the most seasoned voices in distressed debt. He is the Managing Partner at Sarachek Law and has spent three decades working on hundreds of bankruptcy cases. Joe also runs Strategic Liquidity Fund , teaches bankruptcy investing at NYU Stern, and published The Distressed Investing Playbook —a book that combines case studies, strategy, and legal insight for anyone serious about...
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