Jamie Dimon, Private Credit, and Long-Term Inflation
The Stokes Brothers explore the rise of private credit as a trending asset class, its risks and rewards, and the implications of JP Morgan's $50 billion investment into the space. They also discuss the Fed Chair tit-for-tat, why we need an independent, formulaic process for setting rates, and the long-term outlook on inflation and housing.
Key Takeaways
-
[00:00] - Jamie Dimon & private credit
-
[04:39] - What is the risk in the private credit market?
-
[11:31] - Municipal bonds vs. private credit for taxable investors
-
[16:06] - How the news out of DC is affecting the market
-
[22:13] - A long-term look at housing and inflation
-
[17:13] - Interest rates, inflation, and Fed Chair spats
Links
Connect with our hosts
Subscribe and stay in touch
Disclosure
The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies referenced in our blogs/podcasts) or any other investment and/or non-investment-related content or services will be profitable, equal any historical performance level(s), be suitable or appropriate for a reader/listener’s individual situation, or prove successful. Moreover, no portion of the blog/podcast content should be construed as a substitute for individual advice or services from the financial professional(s) of a reader/listener’s choosing, including Stokes Family, LLC, a registered investment adviser with the SEC, with which the blogger/podcasters are affiliated.
