

John Waldron Talks Private Credit, M&A Market
May 14, 2024
Goldman Sachs COO John Waldron discusses the positive impact of credit expansion on the economy. He shares insights on the M&A market and highlights the importance of maintaining strong underwriting standards in the private credit market. The conversation also touches on investor concerns about US policies and tariffs on China, as well as the need for fiscal discipline amidst the US debt load.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Navigating the Current Credit Landscape
02:56 • 5min
Analyzing Investor Concerns on US Policies and Tariffs on China
07:57 • 2min
Analysis on US Debt Load and Fiscal Discipline for Future Administrations
09:58 • 2min
Economic Outlook and Investment Strategies in Asset Management
11:52 • 4min