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

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.

This episode is brought to by Koyfin.

For more episodes go to InvestorFieldGuide.com/podcast

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

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Show Notes

(1:41) – (First question) – World of private credit in the pandemic age

(4:50) – Bag of uncertainty 

(6:27) – Important levers in private credit 

(9:15) – Scary scenarios and systemic risks in this world

(13:21) – General trends in the credit data

(15:30) – Are investors factoring government response properly

(17:02) – Defining advanced rates

(20:18) – Focus on quality vs rate of return now

(22:26) – Pockets of opportunity as uncertainty declines 

(26:06) – Online ecommerce platforms, like the YouTube economy 

(29:40) – Non advertising driven ecommerce platforms 

(31:54) – How venture capital is responding

(38:19) – How junior debt could be am opportunity

(40:17) – Trends he’s thinking about; redefining small businesses 

(43:07) – Ali Hamed Podcast Episode

Learn More

For more episodes go to InvestorFieldGuide.com/podcast.  

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on Twitter at @patrick_oshag