Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD)
Manage episode 431828731 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy.
Discussion points:
- Arjun's professional background (5:33)
- Quick overview on New Haven's MIC (6:57)
- Understanding equity based lending (8:50)
- How does a high interest interest rate environment impact a MIC? (12:00)
- The MIC business landscape today (15:07)
- Tax treatment of MIC investment income (17:41)
- Current trends on arrears (18:25)
- Thoughts on interest rates (25:45)
- Risk mitigations strategies within a MIC (29:40)
- Key lessons learned running a business in this environment (35:13)
- MICs vs other fixed income investment strategies today & when rates fall (36:30)
- 3 Key questions to ask before investing in a MIC (39:40)
- Time to liquidity/getting your money out (43:20)
- Arjun's most valuable lesson (47:25)
- My perspectives (49:50)
Yatin:
- Email: [email protected]
- LinkedIn: Yatin Chadha
Arjun:
93 episodes
Share
Manage episode 431828731 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy.
Discussion points:
- Arjun's professional background (5:33)
- Quick overview on New Haven's MIC (6:57)
- Understanding equity based lending (8:50)
- How does a high interest interest rate environment impact a MIC? (12:00)
- The MIC business landscape today (15:07)
- Tax treatment of MIC investment income (17:41)
- Current trends on arrears (18:25)
- Thoughts on interest rates (25:45)
- Risk mitigations strategies within a MIC (29:40)
- Key lessons learned running a business in this environment (35:13)
- MICs vs other fixed income investment strategies today & when rates fall (36:30)
- 3 Key questions to ask before investing in a MIC (39:40)
- Time to liquidity/getting your money out (43:20)
- Arjun's most valuable lesson (47:25)
- My perspectives (49:50)
Yatin:
- Email: [email protected]
- LinkedIn: Yatin Chadha
Arjun:
93 episodes
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Similar to beyond MD with Dr. Yatin Chadha
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
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…
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…
continue reading
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…
continue reading
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…
continue reading
News and insight from the business world. Download the podcast via the BBC Sounds app.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
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