Adjusted for Risk: Cockroaches in the Credit Market to Bad Bank Loans
By Ryan NaumanShareshare
Join Ryan Nauman in this special episode of Zephyr's Adjusted for Risk Podcast, recorded on the morning of October 17th, as he delves into recent market events and their implications. This week has been rife with cockroaches, intriguing developments, including bankruptcies, bad loans, and allegations of fraud impacting regional banks. Sean Kelly-Rand, Managing Partner at RD Advisors, joins as a guest to offer insights into private credit markets, his history with Lehman Brothers during the Global Financial Crisis, and the importance of thorough due diligence in today's complex market environment. This episode provides a deep dive into the credit market and what investors should be cautious of going forward.
Learn how Zephyr can help Financial Advisor's understand the impact private credit has on investment portfolios here.
00:00 Introduction and Market Overview
01:32 Introducing the Guest: Sean Kelly-Rand
03:40 Insights on Real Estate and Credit Markets
07:32 Current Market Conditions and Predictions
10:38 Rising Defaults and Market Reactions
14:09 Comparing Past and Present Market Trends
22:04 Equities and Economic Cracks
23:03 Credit Market Overexuberance
24:15 Defaults and Market Caution
25:07 Capital Preservation Strategies
26:12 Interest Rates and Market Adjustments
30:54 Private Credit Market Concerns
37:02 Investment Strategies and Due Diligence
42:14 Conclusion and Resources
Connect with Zephyr
LinkedIn: Zephyr Financial Solutions
Connect with Ryan Nauman:
LinkedIn: Ryan Nauman
X: Ryan Nauman
Note - The opinions, views and content in this video is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Learn how Zephyr can help Financial Advisor's understand the impact private credit has on investment portfolios here.
00:00 Introduction and Market Overview
01:32 Introducing the Guest: Sean Kelly-Rand
03:40 Insights on Real Estate and Credit Markets
07:32 Current Market Conditions and Predictions
10:38 Rising Defaults and Market Reactions
14:09 Comparing Past and Present Market Trends
22:04 Equities and Economic Cracks
23:03 Credit Market Overexuberance
24:15 Defaults and Market Caution
25:07 Capital Preservation Strategies
26:12 Interest Rates and Market Adjustments
30:54 Private Credit Market Concerns
37:02 Investment Strategies and Due Diligence
42:14 Conclusion and Resources
Connect with Zephyr
LinkedIn: Zephyr Financial Solutions
Connect with Ryan Nauman:
LinkedIn: Ryan Nauman
X: Ryan Nauman
Note - The opinions, views and content in this video is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.