Ali Hamed An Update on Private Credit - [Invest Like the Best, EP.172]

Published: May 5, 2020, 9:30 a.m.

b'My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what parts of the market are frozen, and where opportunities may lie. We also talk about how the world has shifted digitally since the beginning of the COVID pandemic. Please enjoy my conversation with my friend Ali Hamed.\\n This episode is brought to by\\xa0Koyfin.\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n (1:41) \\u2013 (First question) \\u2013 World of private credit in the pandemic age\\n (4:50) \\u2013 Bag of uncertainty\\n (6:27) \\u2013 Important levers in private credit\\n (9:15) \\u2013 Scary scenarios and systemic risks in this world\\n (13:21) \\u2013 General trends in the credit data\\n (15:30) \\u2013 Are investors factoring government response properly\\n (17:02) \\u2013 Defining advanced rates\\n (20:18) \\u2013 Focus on quality vs rate of return now\\n (22:26) \\u2013 Pockets of opportunity as uncertainty declines\\n (26:06) \\u2013 Online ecommerce platforms, like the YouTube economy\\n (29:40) \\u2013 Non advertising driven ecommerce platforms\\n (31:54) \\u2013 How venture capital is responding\\n (38:19) \\u2013 How junior debt could be am opportunity\\n (40:17) \\u2013 Trends he\\u2019s thinking about; redefining small businesses\\n (43:07) \\u2013 Ali Hamed Podcast Episode\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on Twitter at @patrick_oshag'