True or False - Private Credit Is This Generation’s Subprime | TCAF 232

Описание: On episode 232 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Garrett Baldwin, author of ⁠Me and the Money Printer⁠, to discuss: Weird market dynamics, recent global events, private credit, and much more!

This episode is sponsored by Fidelity Investments. Visit ⁠https://www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet.

Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC.

00:00 - Intro
02:21 - What just happened
14:15 - Weird Market Dynamics
36:56 - " Private Credit Is This Generation’s Subprime"?
51:04 - What can break the bull
58:58 - Crowdstrike against Blackstone Minerals…
01:06:20 - What Garrett Sees

More from Garrett:
https://themoneyprinter.substack.com

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
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