LFI Levered Lines Podcast | S3E3 Inside Private Credit’s 2026 Shift with Briarcliffe

(Please note, this podcast was recorded on Tuesday, 13 January 2026)

Welcome to the LFI Levered Lines Podcast!
This week, host Andrew Hedlund sits down with Jess Larsen of Briarcliffe Credit Partners to break down the shifting dynamics in private credit as 2026 gets underway. They unpack the impact of slowing U.S. growth, Europe’s accelerating investment cycle, and the rising demand from LPs for diversification. The discussion covers direct lending pressure points, the resurgence of specialty finance and ABL, and why Europe’s market inefficiencies are creating new opportunities for investors. Tune in for the insights you need to navigate private credit in 2026.

Speakers
· Andrew Hedlund, Managing Editor, LevFin Insights:
Andrew reports on US private credit, drawing on more than a decade of experience covering corporate credit, bankruptcies, and restructurings for notable financial publications.
· Jess Larsen, Founder & CEO, Briarcliffe Credit Partners:
Jess is a leading expert in private credit with extensive experience transforming firms into industry leaders and is recognized for his insights cited across major financial media.

Timestamps:
00:00 – Introduction
02:00 – Six Reasons to Invest
06:17 – 2026 Market Outlook & Predictions
10:14 – European Market Opportunity
13:45 – US Direct Lending Challenges
19:00 – Diversification & Alternative Strategies
22:05 – Conclusion & Key Takeaways

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