Closing Bell · Closing Bell 10/14/26
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focus investment risk on highly levered companies (e.g., CoreWeave) when real rates are high
“The real two levers when you're thinking about buying a property is how much money am I going to have left over after this? And then how much money am I repayments going to be?”
“I'm trying to generate 50% annualized returns… the only way that I can achieve that is by taking concentrated levered bets when I have a high degree of conviction”
“We’re calculating probabilities of default… using Mertens’ model… small caps load highly on this default measure, and when default risk rises the effect becomes more pronounced.”
“We used to have a very high closing rate, probably 70, 80 percent. … I want to make sure they understand the problems and what the risks are.”
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