An Update on Private Credit

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[00:01:41] – (First question) – The world of private credit in the pandemic age

[00:04:50] – Bag of uncertainty 

[00:06:27] – Important levers in private credit 

[00:09:15] – Scary scenarios and systemic risks in this world

[00:13:21] – General trends in credit data

[00:15:30] – Are investors factoring government response properly

[00:17:02] – Defining advanced rates

[00:20:18] – Focus on quality vs rate of return now

[00:22:26] – Pockets of opportunity as uncertainty declines 

[00:26:06] – Online ecommerce platforms, like the YouTube economy 

[00:29:40] – Non advertising driven ecommerce platforms 

[00:31:54] – How venture capital is responding

[00:38:19] – How junior debt could be an opportunity

[00:40:17] – Trends he’s thinking about, like redefining small businesses 

[00:43:07] – Ali Hamed Podcast Episode