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Alberto Gallo

Alberto Gallo

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Portfolio manager/strategist (Algebris); covers EU banks/credit and equity‑linked macro risks.

Private Credit Failures Are Systemic, Not Isolated
Social•Mar 15, 2026

Private Credit Failures Are Systemic, Not Isolated

Every time a private credit borrower blew up, a choir of private credit strategists called it "episodic." Just a one-off. Now, they're admitting some issues, but say "it's not systemic". We mapped this circular system since over a year ago. Here's what's actually going on: 👇 https://t.co/IZptuI8ESB

By Alberto Gallo