“Look at SOFA spreads, the move index, credit spreads and term premia. Those are all warning signs of what could be going wrong or right.”
♫
Said on BTC Sessions
“The only way that you can compete is by lowering the price, i.e. reducing the spread that you charge, or being more aggressive on the kinds of risks that you take.”
Bill Ackman / Pershing Square · Equity Mates Investing Podcast · Bill Ackman on building the next Berkshire, AI & his next 10-bagger
Play from 23:56
23:56
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What was described
Compete in private credit markets by lowering the spread they charge or taking on riskier loans
Said nearby on the same subject
“We literally spend hundreds of millions of dollars ... competing against the other people. ... competing in the markets is more difficult than competing in the Olympics.”
♫
Said on Tony Robbins Podcast Daily
“‘There’s no interest charge on that… it’s indexed at the lower of CPI or inflation… about 2.8%… market can return far greater returns.’”
MI
Matt Ingram
Equity Mates Investing Podcast ·
“Offset account… loan limit minus what you've got in your offset account… $500,000 loan, $100,000 in savings… charged interest on $400,000”
PN
Pat Noll
Equity Mates Investing Podcast ·
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