Writing
Writing on bonds, private credit and the incentives in between.
I write about how private credit gets packaged and sold to retail investors, what the bond market is actually paying for risk, and the questions advisors should ask before a product reaches a client.
My work has appeared in Advisor Perspectives and NAPFA Advisor.
- Newsletter
- The Weekly Clarity Brief, free on LinkedIn
- Topics
- Private credit, bonds, retail distribution
- Published in
- Advisor Perspectives · NAPFA Advisor
The Weekly Clarity Brief
Short enough to read before your first meeting, specific enough to use in it. Free, and new issues post on LinkedIn.
Read and subscribe on LinkedIn →Each issue covers
- How private credit gets packaged and sold to retail investors
- What the bond market is paying for risk right now
- Questions to ask before a product reaches a client
- Rate and credit cycles, read by someone who has worked through them since 1990
Selected writing
Advisor Perspectives · NAPFA Advisor
JUL 2026Advisor PerspectivesInvestment-Grade Corporate Bonds Are Offering Real Income. That’s Not Why You Should Be Nervous.Read →MAR 2026Advisor PerspectivesThe bond market is healing, and nobody's paying attentionRead →
DEC 2025NAPFA AdvisorWhen Spreads Forget Risk: Lessons from the Tech Bubble for Today's AI Debt Boom
OCT 2025Advisor PerspectivesAdvisors in the middle: translating the private credit boomRead →AUG 2025Advisor Perspectives3 ways to deliver fixed income: a tale of 3 clientsRead →Press and speaking
For press comment or a speaking request on private credit, BDCs and interval funds, private markets in 401(k) plans or fixed income market structure, use the Contact page.
Contact →Free, every week
Get the Weekly Clarity Brief.
Bonds, private credit and the incentives in between, from someone who has worked in the bond business since 1990.