

Private Credit, IPOs, and Washington
Nov 28, 2023
Randy Schwimmer discusses the private credit boom, Brianne Lynch explores potential 2024 IPOs, Neil Hennessy shares stock picks and economic outlook, and Jen Flitton discusses Washington's response to Israel and other DC issues.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Private Credit: Stability, Diversification, and Growing Demand
01:43 • 9min
The State of the Economy and the Return to Normal Interest Rates
10:26 • 3min
IPO Market Performance and Prospects for 2024
13:46 • 12min
Comfort Systems and Sprouts Farmers Market
25:44 • 2min
Defining Value and Evaluating Stocks at Hennessy
27:19 • 2min
A Formula for Buying Stocks and the Importance of Price Appreciation
28:53 • 3min
Policy and Regulatory Risks in Washington DC
32:02 • 10min