Seeking private equity partners, private credit portfolio managers, leveraged finance analysts, or institutional CIOs to comment on insider buying at KKR and the current private credit valuation environment. KKR insiders recently purchased about $46M worth of shares around a 12‑month low. What might insider buying at this scale signal about how leadership views the market’s current valuation of KKR’s business? With rising stress signals in leveraged loan portfolios and tighter financial conditions, how are large private credit managers like KKR likely thinking about current private credit valuations and risk?

Having co-founded the family office behind Bridge Investment Group (NYSE: BRDG) and hosting $200B+ in AUM at Jets & Capital events, I see $46M insider buys as a massive confidence signal. This suggests KKR leadership believes the market is ignoring the value of their "dry powder" and their strategic role as a lender of last resort. Producing *Sound of Freedom* taught me that the biggest wins come from seeing fundamental value where others see only headline risk. KKR is signaling that their internal restructuring teams will turn current credit stress into a profit engine that the public market hasn't priced in yet. The family office principals at my hangar events are currently rotating into "asset-heavy" 1st-lien debt and replacement-cost valuations. KKR is doubling down on their own underwriting, betting their senior positions will outperform broader benchmarks as financial conditions tighten.