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In this episode of Thoughts from the Ledge, host Scott Albraccio sits down with Mike Shulitz, President and CEO of Gray Ledge Advisors, to look beyond the hype surrounding private credit. While the asset class has gained massive popularity as an alternative to traditional stocks and bonds, the focus often overshadows its underlying risks. Scott and Mike break down what private credit actually is and unpack three critical aspects investors frequently miss: the lack of transparency, the reality of strict illiquidity, and how private credit historically performs during economic downturns.

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A retirement-ready budget is useful, but it is only one part of a larger planning conversation. In a recent Thoughts from the Ledge episode, Anthony Morgillo and Scott Albraccio focused on the importance of having a financial plan — a roadmap that connects today’s decisions to tomorrow’s goals. That broader lens is important because retirement planning is rarely just about one number, one account, or one monthly spending target.

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Manish speaks to the advantages to Direct Indexing accounts and Tax Loss harvesting and future Fed move in Q4 and Q1 of 2025.

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In this episode Ted Reagle discusses the impact of an election on investors portfolios and looks back over 17 years and reinforces the fact investing should be dispassionate about politics and who is running the country and to focus on productivity of the workforce and the influence AI will have.

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Brant shares his thoughts on Q4 and corporate earnings outlook and how AI will impact productivity going forward.  Then touches on Sector Weighting, IPOs and their volatility and finally what impact the election will have on the markets.

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Brant Walker, our Chief Investment Strategist, joins the show to discuss how companies with economic “moats” tend to perform better over the long run since they often create a recurring revenue stream. He discusses the successful business models used by Costco and Amphenol as well as a monthly service by Rollins (better known as Orkin) that produces strong cash flows. Walker also explains how business strategies influence Grey Ledge’s decisions when we look for quality companies to include in our investments.

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Manish Sharma, CFA, Financial Analyst, talks about the cryptocurrency market and whether Grey Ledge feels this is a good investment option for our clients. He also discusses exchange traded funds created to support investments in Bitcoin and other forms of cryptocurrency, and what investors should be wary of when considering these investments.