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

View Transcript

Links

Jamie Dimon Says Private Credit Is Dangerous—and He Wants JPMorgan to Get In on It

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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.

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