The Sharpe Angle: Head of Golub Capital says Fed is 'way, way, way behind the curve' on inflation
Lawrence Golub helms one of the largest private credit shops in the alternative finance space. His eponymous firm, Golub Capital, has $45 billion in assets under management. That's no small feat against a backdrop where private debt AUM is expected to total $2.7 trillion by 2026.
While private debt has skyrocketed recently, inflation and rising interest rates could pose new challenges. Golub sat down with Leslie Picker to discuss how these headwinds impact his firm's lending strategy and where he thinks the Fed went wrong in taming inflation.