I read many financial publications each day so you don't have to

Professor Okun was my finance teacher at NYU. Before NYU, he was responsible for managing IBM's pension fund where he beat the averages for many years

The Private Equity Clog Has Arrived: The Big Point

By rabidcapitalist on March 16, 2026

Professor Glenn A. Okun

The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.

In August 2023, the Rabid Capitalist noted that private equity’s pain would become private credit’s gain (see https://therabidcapitalist.com/2023/08/06/the-business-development-company-bdc-investment-strategy-2/). Recently, Bain reported the depth of these conditions. Our BDC portfolio (ARCC, CCAP, CSWC, FSK, MAIN, OBDC, and OCSL) is well-positioned to profit from this misery, despite AI-driven headwinds, both real and imagined.

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