Full-Contact Capitalism

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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:04:58) Understanding the K-Shaped Economy

(00:07:08) Middle Market Challenges and Data Insights

(00:16:56) Distressed Investing Explained

(00:25:06) The Taxi Medallion Investment Story

(00:46:46) Navigating New York's Taxi Medallion System

(00:47:17) Building Relationships with Regulators and Unions

(00:50:22) Taking the Taxi Operation Public

(00:51:26) The Future of Autonomous Vehicles and Medallions

(00:54:30) Investment Strategies and Risk Management

(00:58:41) Negotiation Principles and Human Drama

(01:11:55) Personal Reflections and Formative Experiences

(01:17:22) The State of the American Economy

(01:23:29) Insights on Private Credit and Equity Markets

(01:30:39) Future of Asset Management

(01:33:16) The Kindest Thing Anyone Has Done For Andrew