Private Capital Call

In this week's episode, we are honored to welcome the renowned economist, Dr. Mickey Levy. As a visiting scholar at the Hoover Institution at Stanford University and a respected member of the Shadow Open Market Committee, Dr. Levy brings a wealth of knowledge and insight.Join us as we delve into a range of critical economic topics with Dr. Levy. Our discussion encompasses the resilience and recent slowdown of the U.S. economy, the ongoing concerns surrounding inflation, and the Federal Reserve's interest rate policy. We also examine the current state of interest rates, including both short-term rates and bond yields, and discuss the implications of persistent budget deficits and escalating national debt. Concluding our conversation, Dr. Levy shares his expert assessment of the long-term outlook for the U.S. economy.

This week our guest is Van Hesser, chief strategist at KBRA, a credit rating analysis agency. Van is also the host of his own insightful podcast, "Three Things in Credit," which I highly recommend.In this episode, we dive into the current economic landscape, explore the concepts of economic soft landings, no landings, and where we currently stand. We also discuss the aftermath of the banking crisis earlier this year, the question of systemic risk and private capital, and how to think about the default cycle – all essential considerations for private capital investors in the coming months.

We are thrilled to have Steve Segal as our first guest on the podcast. Steve Segal, a former Executive-in-Residence and Lecturer at Boston University’s Questrom School of Business. He developed and taught a graduate level course in private equity and leverage buyouts.Steve was a co-founding partner of J.W. Childs, investing in middle-market growth companies, primarily in the consumer products, health care services and specialty retail sectors. During his tenure the firm completed more than 40 transactions with a total transaction value in excess of $11 billion.Today, Steve is primarily a private investor, frequently collaborating with others on early stage ventures.