Webinar Recap: The Credit Reset
February 19, 2026
Where Dislocation Unlocks Outcome-Driven Alpha
When balance sheets crack, opportunity can follow. Corporate credit dislocations can create compelling entry points across stressed and distressed marks.
We recently hosted a webinar, “The Credit Reset,” with Jason Mudrick and Scott Bynum from Mudrick Capital Management. The webinar unpacked how Mudrick aims to capitalize on market stress, forced selling, and balance sheet dislocation through disciplined underwriting, active engagement, and flexible structuring.
Topics Covered:
- Manager overview: A differentiated approach focused on uncovering strong underlying businesses and actively shaping restructurings to unlock value
- The opportunity set today: Where dislocation, refinancing pressure, and capital structure complexity create potential entry points
- Strategy application: How distressed and stressed credit aligns with broader private market themes, including asset-backed lending and special situations
Timestamps:
- Introductions (00:00:00 – 00:03:42)
- Mudrick Capital Management Introduction (00:03:43 – 00:47:28)
- Q&A and Closing Remarks (00:47:29 – 00:52:27)
