Mispriced Assets Podcast

Mispriced Assets is a podcast about markets, credit, insurance, private equity, special situations, financial history, and the parts of the system most people overlook. I sit down with investors and industry experts to figure out where the risk is, where the opportunity is, and what the market is getting wrong. mispricedassets.substack.com

Mispriced Assets Podcast is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Mispriced Assets Podcast, a general show with 0 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #2

  The Software Reckoning | Aznaur Midov | Ep. 2

  Aug 13, 20261h 39mS1

  <p>Aznaur Midov, author of DEBT SERIOUS, joins me to talk about where private credit is actually starting to crack — and where the bearish case may be getting ahead of itself.</p><p>Aznaur spent years lending to sponsor-backed software companies, so we spend a lot of time on the part of private credit I’m most worried about: software. We get into AI disruption, the 2027–2028 maturity wall, amend-and-extends, recoveries, CLOs, BDCs, leverage and what happens when lenders and private equity sponsors eventually stop being on the same side.</p><p>We agree on a lot, but differ on how ugly t...

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  Episode #1

  The Insurance Time Bomb | Rod Dubitsky | Ep1

  Jul 28, 20261h 35mS1

  <p>In 1989 a federal regulator let a savings and loan count a certificate as capital. It was worth nothing, and everyone who signed it knew it. A few years later the same regulator declared it worthless, and overnight the thrift went from well-capitalized to one the government could padlock on any morning. Rod Dubitsky was inside it. He called the certificate phantom capital.</p><p>He is watching the same instrument today, on the balance sheets of the life insurers behind millions of American annuities, at something like a hundred times the size. That thread runs through the whole conversation...

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