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The Essential Podcast from S&P Global is dedicated to sharing essential intelligence with those working in and affected by financial markets. Host Nathan Hunt focuses on those issues of immediate importance to global financial markets – macroeconomic trends, the credit cycle, climate risk, energy transition, and global trade – in interviews with subject matter experts from around the world.

Aug 17, 2026

Private credit has grown from a post-financial-crisis gap-filler into a roughly $2 trillion market — and with investor redemptions and AI disruption fears making headlines, it's facing fresh scrutiny. Host Molly Mintz is joined by S&P Global Ratings' Matthew Mitchell, Managing Director for Structured Finance, and Evan Gunter, Managing Director and Head of Private Markets Research, to unpack where the real pressure points lie.

The Look Forward Podcast is powered by the S&P Global Institute. The S&P Global Institute is the center for enterprise-wide thought leadership that brings together expertise from across S&P Global to provide insights on the trends reshaping markets, industries, and the global economy.