mentioned.fm

Amanda Lynam

Mentioned 3 times across 1 podcast this week

This Week's Pulse

Amanda Lynam, the Goldman Sachs chief credit strategist, appeared on the Exchanges podcast in May to debate the stability of the private credit market alongside industry heavyweights. Allison Nathan introduced Lynam as a key voice in providing "analysis on the lending continuum" for the firm's top-of-mind research reports.

While market skeptics focus on potential volatility, Lynam used the platform to argue that the underlying data remains robust. She noted that "fundamentals of private credit have actually been pretty resilient," pointing out that as of year-end 2025, realized losses were actually "below the historical average and are tracking generally in line with the public credit markets."

The tone of the discussion remained professional and analytical, with Nathan closing the episode by thanking Lynam alongside Howard Marks and Michael Arougheti. The consensus among the guests suggests that while the private credit cycle is maturing, the yield environment remains supportive so long as growth trends continue.

Where it's discussed

Cracks in Private Credit

Exchanges at Goldman Sachs

Allison Nathanneutralfrom “The Rise and Evolution of Private Credit”

Chief credit strategist at Goldman Sachs Research providing analysis on the lending continuum.

“[upbeat music] Each month, I speak with investors, policymakers, and academics about the most pressing market-moving issues for our top-of-mind report from Goldman Sachs Research. This month, I spoke with Howard Marks of Oaktree Capital Management, Michael Arr…”

Allison Nathanneutralfrom “Closing Thoughts on Private Credit Cycles”

Acknowledged by the host as a guest on the episode.

“Let's leave it there. My thanks to Howard Marks, Michael Arrighetti, and Amanda Lynam. And thank you for listening to this episode of Goldman Sachs Exchanges, which was recorded in April and May 2026. I'm Alison Nathan.”

Amanda Lynampositivefrom “Liquidity and Fundamentals in Private Credit”

Provides analysis on the resilience of private credit fundamentals, realized losses, and payment-in-kind metrics.

“A lot of the focus on the headlines is actually occurring against a backdrop where the fundamentals of private credit have actually been pretty resilient. When you look at realized losses, what you find is that through year-end 2025, so data's on a lag, throug…”