Jamie Dimon, Private Credit, and Long-Term Inflation

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

Connect with our hosts

Doug Stokes

Greg Stokes

Stokes Family Office

Subscribe and stay in touch

Apple Podcasts

Spotify

lagniappe.stokesfamilyoffice.com

Disclosure