Phil Huber, Savant Wealth Management - Expected Returns For That Classic 60/40 Stock Bond Mix Is Significantly Lower Today Than It Has Been In Recent Past | #374
The Meb Faber Show - Better Investing
Direct Lending Is a Better Mouse Trap
i think a better mouse trap, if you 're willing to take on caanon, investment gread credit risk in your portfolio is something like middle market direct lending. Because there's so much more demand and money flowing into those public traded versions of non investment great credit, you've seen such compression in the yields. In direct lending, these are whole to maturity type loans. They're not publicly trade s. Doesn't meanthey're not risky. But i think given the yields there relative to what you can get in their publicly traded counterparts, i think that's compelling trade.
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