This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/

DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/

DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠

Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club

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00:00 - Diving into credit markets with John Kim of Reckoner Capital Management

02:19 - John Kim's path to niche credit investing

04:17 - Finding niche credit opportunities

06:33 - Why complex assets offer higher yields

09:44 - The surprisingly strong economy and credit risks

13:59 - Finding compoundable gains beyond equities

17:04 - Are private credit premiums eroding?

22:42 - The evolution of niche ABS markets

26:32 - The nuances of art and superyacht finance

31:18 - Market size and returns in esoteric assets

35:38 - Competing in growing alternative credit spaces

39:01 - Choosing expertise over name brand managers

41:08 - Solving problems with financial engineering

43:55 - Lending and credit in the evolving AI industry

46:35 - Hobbies, books, and predictions

51:35 - Thank you from The Credit Clubhouse

John Kim, CEO, Reckoner Capital Management - https://www.linkedin.com/in/john-e-kim-97009421a/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast

Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.