Jun 24

A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There

David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a portfolio to one million dollarsWhy historical studies of the S&P 500 returns are ... Show More

29m 48s

Jun 10

Will You Be Forced to Own SpaceX and Other AI Stocks?

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy SpaceX, what would need to happen ... Show More

25m 30s

May 27

Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. Finally, we explain why it's better to own a single stock than a single-stock co ... Show More

25m 39s

Jul 2024

Understanding Private Credit

Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More

6m 32s

Nov 2024

116. What is Private Credit? | Direct Lending Explained

Send us Fan MailIn this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a senior investment strategist and managing director at Churchill Asset Management, shares her invaluable insights on the e ... Show More

1h 9m

Dec 2024

Private vs. Public Credit Competition Intensifies

Our Chief Fixed Income Strategist Vishy Tirupattur and Leveraged Finance Strategist Joyce Jiang discuss how the dynamic between private and public credit markets will evolve in 2025, and how each can find their own niches for success. ----- Transcript -----</p ... Show More

6m 52s

Dec 2023

Managing through cycles in the direct lending space

Private debt as an asset class has seen unprecedented growth over the past decade, but macro headwinds are creating challenges for direct lenders, and rising interest rates – while potentially beneficial to returns – are likely to further increase financial pressure on borrowe ... Show More

18m 57s

Nov 2025

239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, private markets are increasingly accessible to in ... Show More

18m 4s

Jul 2024

86. Private Credit 101: Asset-Based Lending Feat. Keri Findley, Founder and CEO of Tacora Capital

Send us Fan MailWe are kicking off our multi-part foray into the world of Private Credit --- arguably the most talked-about investment vertical of 2024 --- with brilliant and hilarious Keri Findley, founder and CEO of Tacora Capital. If you're interested in learning about Securit ... Show More

56m 57s

Jun 2024

73. What It Takes to Be a Credit Investor Feat. Ty Wallach, CIO of Credit at Atlas Merchant Capital

Send us Fan MailIn the second of our three SALT iConnections interview series, we sat down with Ty Wallach, a living legend in the credit investing world. Ty was a partner and portfolio manager at Oak Hill and Paulson, two of the most successful and famous names in investing over ... Show More

38m 17s

Apr 2025

The case for private credit

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and s ... Show More

19m 30s

Jun 2024

Q&A: $320K of Student Loans, Broke Boyfriend, and $300K of Google Stock

In this episode of the Rich Habits Podcast, Robert and Austin answer your questions!<ul><li>How do I talk to my boyfriend about money? </li><li>Should I rollover my old 401(k)?</li><li>How do I pay for $320K worth of tuition? </li><li>We have $300K in Google, time to diver ... Show More

45m 23s

Jul 2024

87. The Skinny On...Will Private Equity Take Down the Global Economy & More

Send us Fan MailThe Skinny On...1. Will Private Equity Take Down the Global Economy. We discuss the FT article from Wednesday, 7/24/24 titled "How private equity tangled banks in a web of debt | Complex layers of leverage could pose a threat to the global economy". Read it here:h ... Show More

38m 41s

How to Invest in Private Credit / Direct...