Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 5min
How to Launch a New Space
04:50 • 2min
The Importance of Relative Value in Asset Management
06:41 • 2min
The Advantages of Private Credit in the Market
08:36 • 6min
Innovation in the Structured Credit Market
14:27 • 3min
Payroll Deduction Loans: A New Asset Class for Lower Income Individuals
17:04 • 5min
The Importance of Scale in the Credit Market
22:14 • 3min
The Different Types of Transactions in the Law of Large Numbers
25:14 • 3min
The Evolution of Structured Credit Bonds
27:44 • 2min
The Beauty of Today's Market
30:07 • 3min
The Risks of High-YieldDefault Rates in the Structured Credit Market
33:29 • 6min
How to Avoid Cliff Bonds in a Recession
39:02 • 3min
The Correlation Between Consumer Credit Performance and Unemployment
41:44 • 4min
How to Evaluate Opportunities in Europe
45:48 • 3min
The Future of Investment Grade and Double B Securities
48:27 • 3min
The Evolution of Corporate Credit Structures
51:28 • 2min
Waterfall's Culture
53:33 • 5min
The Importance of Passion and Collaboration in Waterfall
58:09 • 2min