{"podcast":{"title":"The Banker Next Door","slug":"the-banker-next-door-6597036","podcast_index_feed_id":6597036,"rss_url":"https://feed.podbean.com/joeberq/feed.xml","website_url":"https://joeberq.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/14138475/LOGO-2C-Vertical-1800x1800_4cmi58.jpg","author":"Dr. Joseph Bergquist","episode_count":400,"summary":"BND is focused on the U.S. Banking industry and how the industry intersects with finance, technology, and economics. Topics discussed can include all types of banking products and lines of business along with strategy, marketing, management, and leadership.","last_synced_at":"2026-07-29T06:17:38.092525+00:00","page_url":"https://stenobird.com/podcast/the-banker-next-door-6597036"},"episode":{"title":"Private Credit: Lending to NDFIs slows, BDC valuations, and MFS losses","slug":"private-credit-lending-to-ndfis-slows-bdc-valuations-and-mfs-losses","published_at":"2026-06-03T16:00:00+00:00","page_url":"https://stenobird.com/podcast/the-banker-next-door-6597036/private-credit-lending-to-ndfis-slows-bdc-valuations-and-mfs-losses","show_page_url":"https://stenobird.com/podcast/the-banker-next-door-6597036","url":"https://joeberq.podbean.com/e/private-credit-lending-to-ndfis-slows-bdc-valuations-and-mfs-losses/","audio_url":"https://mcdn.podbean.com/mf/web/xw5r54rnczdtqt65/Private_Credit_Lending_to_NDFIs_slows_BDC_valuations_and_MFS_losses9h854.mp3","summary":"This episode is an update on Private Credit. The failure of U.K. mortgage lender MFS continues to ripple through markets as banks and financial firms in the U.K. and the U.S. sustain losses. Investors should be very careful about buying shares of Business Development Companies (BDCs) because what may seem like a bargain but could be a disaster. Banks lending to NDFIs decreased in the 1Q of 2026. Regulators required the largest banks to start disclosing their exposure to NDFIs at the end of 2024. NDFI lending is broken down into 5 categories. Regulators are considering if banks should disclose additional information around NDFI lending as the bulk of lending is concentrated in the largest U.S. banks. This episode examined three articles from CNBC, The Wall Street Journal, and S&P Global.","meta_description":"This episode is an update on Private Credit. The failure of U.K. mortgage lender MFS continues to ripple through markets as banks and financial firms in t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1038,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-banker-next-door-6597036/episodes/private-credit-lending-to-ndfis-slows-bdc-valuations-and-mfs-losses/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-banker-next-door-6597036/private-credit-lending-to-ndfis-slows-bdc-valuations-and-mfs-losses.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}