Author: Ben Carlson

Talk Your Book: Public and Private Market Credit Opportunities

On today’s show, we are joined by Ben Santonelli, Lead Portfolio Manager of Polen Capital’s Credit Opportunities Strategy to discuss how interval funds work, navigating interest rate increases within your bond allocation, how Polen Capital is actively managing bonds, the biggest risk to high yield bonds, how Polen Capital values businesses, thoughts on why spreads have remained tight, and much more!
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Talk Your Book: Why We Don’t Build Enough Houses

On today’s show, we are joined by Coby Lefkowitz, Partner at Backyard to discuss why homebuilding has slowed, why building houses has become such a complex process, thoughts on start-up cities, Private Equity is not buying up all single family units, solutions to the housing crisis, and much more!
The post Talk Your Book: Why We Don’t Build Enough Houses appeared first on A Wealth of Common Sense.

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