logo
episode-header-image
Jan 2025
26m 20s

How to Invest in Private Credit / Direct...

J. David Stein
About this episode
tail spinning
Up next
Mar 11
AI Is Changing Me - and the Case for Good Enough
When is good enough actually good enough? AI is reshaping how I work and live. And a member with a portfolio that's beaten an all-in-one Vanguard LifeStrategy fund for ten years asks whether the complexity is worth it — or whether it's time to simplify.SponsorsMasterworks - Inves ... Show More
25m 36s
Feb 25
What Average Really Looks Like — and Can Managed Futures Help?
How historical and expected returns for university endowments can guide us in setting reasonable return expectations. We also analyze managed futures strategies to see how they work, how they have performed, and how to use them in your investment portfolio.Insiders Guide Email Ne ... Show More
27m 52s
Feb 11
Asset Location: Where You Invest, Where You Live, What You Can Access
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.SponsorsGelt - Taxes Done RightMasterwork ... Show More
23m 33s
Recommended Episodes
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 a textIn 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 evolvi ... Show More
1h 10m
Dec 2024
Private vs. Public Credit Competition Intensifies
<p>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.</p><p><br></p><p>----- Transcript -----</p ... Show More
6m 52s
Dec 2023
Managing through cycles in the direct lending space
<p>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
<p>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, <em>private markets</em> are increasingly acce ... Show More
18m 4s
Jul 2024
86. Private Credit 101: Asset-Based Lending Feat. Keri Findley, Founder and CEO of Tacora Capital
Send a textWe 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 Securitized ... Show More
57m 51s
Jun 2024
73. What It Takes to Be a Credit Investor Feat. Ty Wallach, CIO of Credit at Atlas Merchant Capital
Send a textIn 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 the ... Show More
39m 12s
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
tail spinning
45m 23s
Jul 2024
87. The Skinny On...Will Private Equity Take Down the Global Economy & More
Send a textThe 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:https: ... Show More
39m 35s
Listen to millions of songs and podcasts on Anghami