This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 — Exploring Credit Markets and Welcoming Luke Chan
02:17 — Why Collateral is Key to Private Credit Investing
07:00 — How AI is Reshaping Software Lending Dynamics
16:35 — The Future of Software Valuations and Capital
19:18 — Addressing Capital Needs for Digital AI Infrastructure
24:45 — Finding Value in Off-the-Run Asset Types
30:55 — Understanding Real Risks in Private Credit Investing
33:18 — Lessons and Predictions for Credit Market Cycles
36:59 — Luke Chan's Hobbies, Advice, and Market Forecast
Luke Chan, Head of Private Credit, HighVista Strategies - https://www.linkedin.com/in/lukechan/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
