Rick Kes
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Podcast Appearances
hopefully enable the opportunity for inorganic growth through M&A, which will obviously fuel the private equity community at large to really be able to kind of execute on some of the growth strategies that they've had.
hopefully enable the opportunity for inorganic growth through M&A, which will obviously fuel the private equity community at large to really be able to kind of execute on some of the growth strategies that they've had.
So again, that kind of gives you a little bit of how we think about things from like kind of a blocking and tackling perspectives, the areas that we focus on the most and kind of how we kind of develop our data forward kind of perspectives around those four areas using really a kind of an economics view of the business cycle.
So again, that kind of gives you a little bit of how we think about things from like kind of a blocking and tackling perspectives, the areas that we focus on the most and kind of how we kind of develop our data forward kind of perspectives around those four areas using really a kind of an economics view of the business cycle.
So again, that kind of gives you a little bit of how we think about things from like kind of a blocking and tackling perspectives, the areas that we focus on the most and kind of how we kind of develop our data forward kind of perspectives around those four areas using really a kind of an economics view of the business cycle.
Thank you.
Thank you.
Thank you.
Yeah, I mean, Scott, I think, you know, kind of unfortunately, much of the same as we've been talking about for the last couple of months. You know, I think there's a lot of interest and opportunity out there. But with all that interest and opportunity, there's also, you know, a fair amount of uncertainty there.
Yeah, I mean, Scott, I think, you know, kind of unfortunately, much of the same as we've been talking about for the last couple of months. You know, I think there's a lot of interest and opportunity out there. But with all that interest and opportunity, there's also, you know, a fair amount of uncertainty there.
Yeah, I mean, Scott, I think, you know, kind of unfortunately, much of the same as we've been talking about for the last couple of months. You know, I think there's a lot of interest and opportunity out there. But with all that interest and opportunity, there's also, you know, a fair amount of uncertainty there.
in different sectors especially you know obviously i cover health care the closest you know there's some uncertainty there uh with some of the budget reforms that are being discussed so you know i think you know there's a lot of interest a lot of opportunity a lot of you know a lot of excitement um you know a lot of dry powder but you know a lot of things that are kind of holding people back in terms of moving forward but you know i'm i'm hoping that you know as the temperatures continue to rise that
in different sectors especially you know obviously i cover health care the closest you know there's some uncertainty there uh with some of the budget reforms that are being discussed so you know i think you know there's a lot of interest a lot of opportunity a lot of you know a lot of excitement um you know a lot of dry powder but you know a lot of things that are kind of holding people back in terms of moving forward but you know i'm i'm hoping that you know as the temperatures continue to rise that
in different sectors especially you know obviously i cover health care the closest you know there's some uncertainty there uh with some of the budget reforms that are being discussed so you know i think you know there's a lot of interest a lot of opportunity a lot of you know a lot of excitement um you know a lot of dry powder but you know a lot of things that are kind of holding people back in terms of moving forward but you know i'm i'm hoping that you know as the temperatures continue to rise that
Some of that uncertainty sort of, quote unquote, melts away and, you know, that we start to move forward with some deal activity here in the next, you know, two to four months or so.
Some of that uncertainty sort of, quote unquote, melts away and, you know, that we start to move forward with some deal activity here in the next, you know, two to four months or so.
Some of that uncertainty sort of, quote unquote, melts away and, you know, that we start to move forward with some deal activity here in the next, you know, two to four months or so.
Yeah, it's hard to say, but I think one of the last episodes, you and I talked a little bit about the credit market and access to credit and even well-capitalized, highly-rated organizations were having some concerns accessing the debt market. I think this probably just adds some more, again, for the lack of other words, the proverbial uncertainty as it relates to access to credit.
Yeah, it's hard to say, but I think one of the last episodes, you and I talked a little bit about the credit market and access to credit and even well-capitalized, highly-rated organizations were having some concerns accessing the debt market. I think this probably just adds some more, again, for the lack of other words, the proverbial uncertainty as it relates to access to credit.
Yeah, it's hard to say, but I think one of the last episodes, you and I talked a little bit about the credit market and access to credit and even well-capitalized, highly-rated organizations were having some concerns accessing the debt market. I think this probably just adds some more, again, for the lack of other words, the proverbial uncertainty as it relates to access to credit.