Private Capital

Jason Mudrick - The Debt Landscape


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Jason Mudrick is the Founder and Chief Investment Officer of the $3.4 billion Mudrick Capital Management, a firm renowned for its expertise in navigating complex credit situations and distressed opportunities. With a career spanning multiple market cycles, Jason brings a wealth of experience and a unique perspective on the evolving landscape of distressed investing.  Forgoing a law career at Skadden, he did M&A at Merrill and then joined Contrarian Capital where he learned debt at the right-hand of Jon Bauer.  Taking the leap after the financial crisis, Jason started Mudrick Capital with $5 million and faced the challenges of raising capital in a tough market that nonetheless contained many opportunities.  Jason has lots of great stories, and we explore his current take on the debt landscape, his toughest year, creditor-on-creditor violence, and the wild ride of AMC.

Please enjoy my conversation with Jason Mudrick.

 

Mudrick Capital Management:  https://www.mudrickcapital.com/team

 

Circulus Substack:  https://circulus.substack.com/

 

If you like these discussions, please subscribe or leave a review.

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

 

Joe Reilly is the head of Circulus Group, a family office network, and the host of The Inheritance Podcast.

 

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://circulus.substack.com/

INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964

 

If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

 

©2025 Joe Reilly

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