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Podcast: Australian Investors Podcast
Episode: Is private credit resilient as the US economy splits in two?
Description: Is the US economy a mess? With markets feeling noisy and uncertain, this conversation with Nehemiah Richardson offers a perspective on where the real risks sit — and where they don’t.
In the face of unprecedented social and geo-political unrest, just how unstable is the US economy? Are the AI megacaps papering over the cracks of a weakening middle class?
Today’s episode is with Nehemiah Richardson, CEO of Private Credit at Pengana. We discuss the political climate and assess the real outcomes of Trump’s administration.
Additionally, we ask how a professional private credit investor selects a fund manager...