Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
The Credit Clubhouse
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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
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