Carlyle's Jenkins Not Seeing Much Leverage in Private Debt

The video discusses the current state of leverage in portfolio companies, emphasizing that leverage levels have not increased significantly. It highlights the importance of diversification in credit markets and the strategies used to manage risk and return. The discussion also covers the evolution of markets, investor behavior, and the challenges posed by high valuations. The focus is on providing a broad range of investment strategies to navigate through different market cycles.

What are the two ways the speaker thinks about leverage in relation to portfolio companies?

How does the speaker describe the current leverage levels in their portfolios?

What is the speaker's perspective on the importance of diversification in credit investments?

What factors does the speaker believe helped survive the downturn during the 0809 crisis?

What does the speaker suggest is necessary for investors in credit to consider in their portfolios?

How does the speaker view the current state of the credit market compared to pre-pandemic levels?

What challenges does the speaker mention regarding making investments in the current environment?