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Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]
Invest Like the Best with Patrick O'Shaughnessy
Dofault Rates - Is That Really the Smart Play?
A focus on quality or credit worthiness, not on rate of return, is really the smart play. If you can make the same amount of loans as you were making before, but at less risk, go for it. We're trying to discarge our companies from chasing assets that are going to see low dofaults. The stuff that used to be uncertain and did get hit, even if it ends at being in a better place tand a long term, is goig to get completely ignored for a while....
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