Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first principles to practical fallout, we translate the legal jargon into plain English and outline what it could mean for markets, supply chains, and th...
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Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first principles to practical fallout, we translate the legal jargon into plain English and outline what it could mean for markets, supply chains, and th...
Unveiling Private Real Estate Credit, with guest Joe Ryu from Prospect Capital
SKEPTIC’S GUIDE TO INVESTING
1 hour 6 minutes
3 months ago
Unveiling Private Real Estate Credit, with guest Joe Ryu from Prospect Capital
Please text and tell us what you like Joe Ryu, manager of Prospect Capital's private real estate credit fund, shares his journey from investment banking through the Great Financial Crisis to his current role in real estate credit investing. He explains how private credit offers attractive risk-adjusted returns through specialized financing structures that combine agency lending with subordinated positions. • Real estate private credit involves loans on commercial properties that don't freely...
SKEPTIC’S GUIDE TO INVESTING
Please text and tell us what you like A courtroom showdown over tariffs just forced the biggest question in trade policy: who gets to tax Americans in the name of national interest? We sat down to parse a marathon Supreme Court argument and why the Justices sounded skeptical of using emergency powers as a back door for sweeping tariffs. From first principles to practical fallout, we translate the legal jargon into plain English and outline what it could mean for markets, supply chains, and th...
