Insightful Investor cover image

#52 - David Chene: Non-Sponsor Backed Private Credit

Insightful Investor

00:00

Navigating Industry Transitions and Investment Strategies

This chapter explores the shifting dynamics in the power and home builder sectors driven by rising interest rates, emphasizing the necessity of trusted financing partnerships. It highlights proactive investment strategies, lending opportunities in aerospace and defense, and the potential of land banking in the evolving housing market.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app