E432: $24 Billion Investor on Private Credit, the Psychology of Winning & Fear of Failure

2026-09-21 · 48 min · episode 432 · 8 entities

episode page audio

Asserted relationships

→ hosted by David Weisburd person

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Feed author/publisher: David Weisburd
→ works at Monroe Capital company

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CEO of Monroe Capital
→ discusses Business company

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Feed category: Business
→ discusses Investing concept

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Feed category: Investing

Entities found in this episode

companys 4

mentioned Monroe Capital company

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CEO of Monroe Capital
mentioned Business company

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Feed category: Business
works at Monroe Capital company

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evidence rules-v5
CEO of Monroe Capital
discusses Business company

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evidence rules-v5
Feed category: Business

persons 2

mentioned David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd
hosted by David Weisburd person

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evidence rules-v5
Feed author/publisher: David Weisburd

concepts 2

mentioned Investing concept

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evidence rules-v5
Feed category: Investing
discusses Investing concept

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evidence rules-v5
Feed category: Investing

Episode description as stored

Is private credit really in a bubble, or are investors looking for risk in the wrong place? Theodore “Ted” Koenig is Chairman and CEO of Monroe Capital, a $24 billion private credit firm. We break down how private credit grew from a niche alternative to a $2 trillion asset class, why financing shifted from banks to private credit after the financial crisis, and the two ways Ted believes lenders can generate alpha. We also discuss the flood of retail capital into private credit, why Monroe focuses on the lower middle market, the dangers of prioritizing AUM growth over investor returns, and the personal drive and tradeoffs behind building Monroe.