The National Nursing Home

Welcome back to The New Rules

A quick message before we jump in:

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Let’s dive in…

Moses (Random Walk) and I have an in-depth exploration of how rising interest rates and healthcare spending are reshaping America's financial landscape. We also hit on private equity’s prospects, industrial policy and China, and much more. Moses is an incredibly smart guy.

Key topics covered:

🏦 Evolution of private credit

💡 Future of technology investment

🏥 Healthcare's economic impact

📈 Changing nature of capital markets

💰 New investment strategies

Keep learning,

Alan

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