KKR - KKR & Co.

KKR's private credit fund was downgraded to junk by Moody's due to rising non-accrual loans (5.5% vs 3.8% industry average). The host highlights this as a red flag about private credit market health, not as a direct stock recommendation.

Stock has shed more than 25% of market value since start of 2026; the firm now manages more credit assets than equity, making it heavily exposed to the private credit downturn.

KKR is mentioned as one of the major companies running private credit funds whose stock price has dropped 20-50% since September amid private credit concerns.

Stock has been 'getting hammered' along with other private credit managers as the sector faces a crisis.

KKR has significant exposure to private credit. The host warns of further downside as defaults rise and inflows slow, advising not to catch a falling knife.

KKR listed among the private credit exposed firms whose stock prices are collapsing.

Mentioned as context for private credit market selloff - down roughly 33% YTD. No explicit recommendation.