Invest Like the Best
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
April 8, 20261h 2m · 11,913 words
Show notes
My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The current discourse is almost entirely focused on symptoms. Alan Waxman has spent the time diagnosing the root cause.
Highlighted moments
All crises generally are caused from not credit issues or others. They might start in other issues, but it's mismatched assets and liabilities.
Transcript
Transcript not available for this episode yet.
More from Invest Like the Best
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
May 20, 20261h 16m
Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
May 13, 20261h 16m
Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
May 5, 20261h 15m
Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
Apr 28, 20261h 6m
Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
Apr 23, 202645 min