Navigating the Financial Crisis

This chapter explores the challenges of credit analysis during a financial crisis, particularly focusing on the mortgage-backed securities market. It discusses the evolution of the financial landscape and current strategies amid low interest rates and significant uncertainties.

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Episode notes

In today’s episode, Trey Lockerbie chats with the CIO of Family Management Corporation, David Schawel. Family Management currently has close to $3B in AUM and David oversees the allocation across a wide forway of assets.

IN THIS EPISODE, YOU'LL LEARN:

(01:14) Starting out right as the GFC began.
(08:39) His stance on the banking sector in today’s environment.
(17:25) The most surprising metric of 2021 to date.
(38:56) And be sure to stick around towards the end where David offers a few stock selections that he’s bullish on.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
David Schawel Twitter.
Family Management Corp Website.
Adyen Payments .
Trey Lockerbie Twitter.

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