SuperReturn Private Credit US

We reported (in person!) this week from the SuperReturn Private Credit conference in Chicago, an event that always attracts top-shelf credit investors and managers.

In a keynote interview with economist and former Federal Reserve governor, Randall Kroszner, we explored the contrast between two US economies: Covid-challenged, like restaurants, that are still in a recession, and Covid-assisted, like technology, that’s on a hiring tear. How can one monetary policy cover both?

Dr. Kroszner agreed this is a fundamental challenge. He also cited a study in which differing state incentives in the Sioux City region resulted in the same employment outcomes…

▶︎ Read Oct 25 2021 newsletter: here

▶︎ Chart of the Week: here (by The Daily Shot)

(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)