Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
Date: Podcast: Invest Like the Best with Patrick O'Shaughnessy
This episode was analyzed, but Barbell did not find explicit bullish or bearish views strong enough to extract as trade ideas.
The transcript and summary can still be useful for understanding the discussion even when no investable thesis was surfaced.
Mentioned in this episode