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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
The Biggest Upside Opportunity?
We're going back to all those lenders who probably now have unstable capital bases that the lenders were borrowing from weren't as stable as they thought they were. And so i think a lot of its going back to what is the stuff that we always liked, and just increasing the price that we're willing to offer them. But more importantly, there is a new economy that was already getting created an this space. The third party sos on amazon are going to do well. People are still at home watching spotify, the snap chat tik tolk and instagram eco systems are going to be interesting. Even during pandemics, even during pandemics,. They're sustainable...
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