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DoubleLine Capital Co-Founder & CEO Jeffrey Gundlach Talks Private Credit Risks | Bloomberg Talks, Sonic AI
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DoubleLine Capital Co-Founder & CEO Jeffrey Gundlach Talks Private Credit Risks | Bloomberg Talks
Bloomberg Talks
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May 7, 2026
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26:31
Interview
DoubleLine Capital Co-Founder & CEO Jeffrey Gundlach Talks Private Credit Risks | Bloomberg Talks
From
Bloomberg Talks
Jeffrey Gundlach
(Co-Founder, CEO & CIO, DoubleLine Capital, guest)
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Executive Summary
Jeffrey Gundlach asserts the private credit market is in a bubble analogous to the subprime mortgage market in 2007, citing rapid growth, opaque valuations, and an erosion of trust.
He predicts a wave of redemption requests in June will exacerbate stress, as investors who were previously 'gated' will try to exit, potentially forcing markdowns and revealing the true, lower value of assets.
Gundlach is bearish on the broader economy, forecasting that the Federal Reserve will not cut rates this year and that long-term interest rates will continue to rise.
He recommends a defensive portfolio allocation, including a 20% position in cash, a 20% allocation to real assets like commodities, and a specific strategy of holding low-coupon Treasuries to hedge against systemic risks.
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The Private Credit Bubble
Opaqueness and 'Laundered Volatility'
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Processed May 8, 2026
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