“Why would you ask a noted expert on liquid fixed interest, who has a pathological hate for anything illiquid, his opinion on an illiquid asset class about which his level of knowledge is relatively limited, especially one which competes with his own area of specialisation & therefore makes anything said conflicted ? Makes no sense to me & yet the resulting, well rehearsed, diatribe took a good 10 minutes of the show & simply reinforced an ill-informed view of private debt.
Wouldn’t it make more sense to have a relevant expert from a credible & reputable firm, make the case instead ?”
Waggs'65 via Apple Podcasts ·
New Zealand ·
04/09/24