Geopolitical Risk, Private Credit Stress & Why Munis Are Different
Eric Kazatsky and Jack Muller discuss geopolitical risks, private credit stress, and why municipal bonds remain structurally resilient.
The Muni 360 Podcast from New York Life Investment Management · Eric Kazatsky, Jack Muller
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Show Notes
Markets are facing a great deal of uncertainty right now. Geopolitical tensions, rising interest rates, and signs of stress in parts of the private credit market are prompting investors to ask new questions.
In this episode of Muni 360: Weekly Wrap Up, host Eric Kazatsky sits down with Jack Muller, CFA, to discuss what’s happening across the broader market and what it could mean for municipal bond investors. Eric and Jack also explore the key structural differences between private credit and municipal bonds, including issuer profiles, revenue stability, leverage structures, transparency, and liquidity.
Listen to the full episode to hear their perspective on how these trends are shaping today’s market and what investors should be watching next.
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