The Data on America's Economic Split | Andrew Milgram Interview

Andrew Milgram, founder of Marblegate, reveals shocking data about America's "K-shaped economy". The conversation covers his unique roll-up-the-sleeves approach to distressed investing, why he predicts continued business bankruptcies, and how tariff uncertainty could devastate middle-market companies while potentially benefiting large public corporations.

TIMESTAMPS:

0:00 Intro
0:55 Understanding the K-Shaped Economy
3:04 Middle Market Analysis & Data Insights
8:01 Challenges Facing Middle Market Companies
13:45 Distressed Investing Explained
22:27 The Taxi Medallion Investment Story
47:21 Engaging with Regulators and Stakeholders
48:32 Building Relationships with Taxi Workers Alliance
50:27 Taking the Taxi Operation Public
51:35 Challenges and Opportunities in the Taxi Industry
55:00 Investing in Distressed Assets
57:21 Negotiation Principles & Relationship Building
1:01:24 Employee Retention Tax Credit Opportunity
1:27:33 Private Credit and Equity Markets Insights
1:35:30 Personal Reflections & Motivations
1:38:33 The Kindest Thing

#DistressedInvesting #KShapedEconomy #MiddleMarket #Bankruptcy #EconomicTrends #InvestmentStrategy #CorporateRestructuring #MarbleGate #BusinessFailure #FinancialCrisis


Presented by Ramp:
https://ramp.com/business-cards?utm_s

Sponsored by AlphaSense and Ridgeline:
https://www.alpha-sense.com/invest/
https://www.ridgelineapps.com/

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Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc