Barside Chat | 01/2026

Happy New Year!

In this edition of Barside Chat, Matthew Jachimiak and Isaac Thompson break down the current economic landscape and what it means for investors. They discuss why economic data and consumer sentiment can tell very different stories, and how markets have performed in the face of uncertainty.

They also provide a foundational overview of private credit and why it has become a meaningful part of diversified portfolios. 

We hope you enjoy the conversation.