Thank you for tuning into the Walker Webcast, where Willy was joined by Tom Michaud, President and CEO of Keefe, Bruyette & Woods. Do you know someone who would find this webcast interesting? Take a minute to share this email with a friend or colleague!
Willy and Tom discussed timely topics, including tariff uncertainty and trade deals, challenges facing small businesses, the evolving world of crypto and stablecoins, and current trends in M&A.
Key Points In The Webcast:
00:00 Introduction
01:56 Willy introduces Tom Michaud
04:17 A macro standpoint on tariffs and the economy
07:49 Should we hang tight or will the pressure be too much?
12:07 Stop watching your portfolio
13:03 The current credit market: Should we watch out?
17:36 The number one place to go as a credit analyst
19:03 Implementing regulatory reform post-banking crisis
23:17 Addressing the concern on credit funds
25:16 Three things Washington should do
29:16 Is President Trump’s crypto strategy counterproductive?
32:43 The impact of tariffs on intellectual property
36:25 What a failed auction would mean
37:16 A hypothetical situation: Positive outcomes on Trump’s move
40:30 Staying hopeful in uncertainty
42:13 The future of mergers and acquisitions
46:33 The effect of the reset on valuations
49:35 Private equity’s challenges in raising capital from foreign investors
51:51 Advice on making decisions in this economy
56:31 Living by the golden rule
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