Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]

Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]

My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what parts of the market are frozen, and where opportunities may lie. We also talk about how the world has shifted digitally since the beginning of the COVID pandemic. Please enjoy my conversation with my friend Ali Hamed. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (1:41) – (First question) – World of private credit in the pandemic age (4:50) – Bag of uncertainty (6:27) – Important levers in private credit (9:15) – Scary scenarios and systemic risks in this world (13:21) – General trends in the credit data (15:30) – Are investors factoring government response properly (17:02) – Defining advanced rates (20:18) – Focus on quality vs rate of return now (22:26) – Pockets of opportunity as uncertainty declines (26:06) – Online ecommerce platforms, like the YouTube economy (29:40) – Non advertising driven ecommerce platforms (31:54) – How venture capital is responding (38:19) – How junior debt could be am opportunity (40:17) – Trends he’s thinking about; redefining small businesses (43:07) – Ali Hamed Podcast Episode Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag

Jaksot(572)

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired mag...

31 Loka 20251h 8min

Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange...

30 Loka 202550min

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp i...

21 Loka 20251h 46min

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck....

16 Loka 20251h 36min

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at ...

6 Loka 20251h 22min

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—liter...

30 Syys 20251h 59min

Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex ...

26 Syys 20251h 2min

Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]

Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]

My guest today is Barry Diller. Barry is the former CEO of Paramount Pictures, Fox Broadcasting, and the founder of IAC. He has been at the center of every major media transformation over the past fiv...

23 Syys 202554min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-sisalto-kuntoon
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-sami-miettinen-neuvottelija
rss-startup-ministerio
hyva-paha-johtaminen
lakicast
rss-seuraava-potilas
herrasmieshakkerit
leadcast
rahapuhetta
sijoituspodi
rss-porssipuhetta
rss-bisnesta-bebeja
rss-viisas-raha-podi