This is the best overall assessment of the US commercial debt market that I’ve heard in a long time. Craig Manchuck was an excellent speaker on the topic.
God I love the older guys who have seen this all before. Have such great insight. I wonder if banks would ever go back to underwriting loans as a primary practice? Doesn't seem like a great regulatory scheme to have that offloaded to private credit, but insofar as it has been, private credit seems like an interesting asset class. Of course, we're going to need to get through this upcoming credit event that the Fed is trying to engineer before private credit looks attractive but it is attractive to me as someone who wants to invest in value creation. Well Private Equity and Hedgefunds are looking pretty scary right now going off of Craig's insights. That's mightily unfortunate.
Great stuff. One question I would love to hear answered sometime: what fraction of leveraged buyouts are actually good for the company long-term. From my admittedly ill-educated perspective, they mostly look like a mechanism to hollow out otherwise productive concerns by bringing forward future earnings to pay off the PE guys.
Great interview. Too bad a lot of the comments, here and on other podcasts now, are not-so-subtle advertisements for financial advisors. I dont think they are really listeners.
US Treasury bonds are backed by the good faith of the country’s economic strength. As interest rates increase, housing and auto markets and discretionary spending will take a beating. Hopefully nobody notices this will hollow out the economic strength that backs the Federal Reserve Notes. Otherwise bond holders will realize they are holding a bag of hope and spare change.
Enjoyed the interview. if money managing doesn't work out for Craig, I think he's got a future as voice actor as well.
This was highly educational.Thanks Jack.
Great interview🎉 I’m 30% fixed income split between 3-month and 26-week Tbills.
I am so glad I found the guy that actually understands markets.
Where is weston nakamura? Havent seen his videos for a month. Is he ok?
Finally someone with some commonsense, many are just betting the farm on the fact that the fed HAS TO PIVOT. Really? This is gambling not investing.
This is the best overall assessment of the US commercial debt market that I’ve heard in a long time. Craig Manchuck was an excellent speaker on the topic.
This guy hits my buttons too...
Interesting interview. How likely is it for etf TMF to go to zero or basically bust? Can anyone answer that?
God I love the older guys who have seen this all before. Have such great insight. I wonder if banks would ever go back to underwriting loans as a primary practice? Doesn't seem like a great regulatory scheme to have that offloaded to private credit, but insofar as it has been, private credit seems like an interesting asset class. Of course, we're going to need to get through this upcoming credit event that the Fed is trying to engineer before private credit looks attractive but it is attractive to me as someone who wants to invest in value creation.
Well Private Equity and Hedgefunds are looking pretty scary right now going off of Craig's insights. That's mightily unfortunate.
thank for your work, Jack
Great stuff. One question I would love to hear answered sometime: what fraction of leveraged buyouts are actually good for the company long-term. From my admittedly ill-educated perspective, they mostly look like a mechanism to hollow out otherwise productive concerns by bringing forward future earnings to pay off the PE guys.
Thanks guys
Great interview.
Too bad a lot of the comments, here and on other podcasts now, are not-so-subtle advertisements for financial advisors. I dont think they are really listeners.
50:30
Important Hedgefund lore
US Treasury bonds are backed by the good faith of the country’s economic strength. As interest rates increase, housing and auto markets and discretionary spending will take a beating. Hopefully nobody notices this will hollow out the economic strength that backs the Federal Reserve Notes. Otherwise bond holders will realize they are holding a bag of hope and spare change.
MN gasoline, $3.40 per gallon.
Great stuff! Let's go all in one BITCOIN :-) game on lol
Economic investigator Frank G Melbourne Australia is still watching this very informative content cheers Frank as subscriber to this channel 😊
Love your talk but tech language needs to be less to better understand your index sense or not : have no idea what is said
Glorified advertisement. There's no value here.
boring...
US debt looking more dodgy and people want a lot more return for owning it, quite rightly. So glad I never did the 60/40.