Talk Your Book: The Private Credit Opportunity Set

Today's Animal Spirits Talk Book is brought to you by Trinity Capital. Go to Trinity Capital.com. Where they have Different investment offerings for institutional investors, wealth professionals, and public shareholders. Check all their different ass alternative asset funds at Trinity Capital dot com. Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.

All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Red Hulse Wealth Management. This podcast is for informational purposes only and should not be relied upon for any investment decisions. Clients of Rid Holtz Wealth Management may maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits with Michael LeBen. We've spoken a lot about private credit, venture debt, and we're gonna continue to speak about it because it's becoming a bigger and bigger part of the financial ecosystem. One of the things that we spoke about on this podcast that was interesting was I was of the opinion, or I am of the opinion, I think, that if you're going to be in Some of these deals, scale is a huge advantage.

The space that Trinity Capital plays is is a little bit downstream. It's not like these mega cap private deals. Um, so scale is an advantage for the larger deals, but it's also where a lot of the competition is, right? It's the same, I don't know. Six to eight firms that are competing. With each other. Right.

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