Scott Aboukir
speaker
493 appearances
1 recordings
1 series
first heard Jul 2026
last heard 17 Jul
Scott Aboukir’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Like, what is the most important thing?
The different optimizations you would make.
Yeah.
Like, what should you do today?
Literally, if you were really like, it's harder to like actually execute that day to day.
That's a great example.
I mean, I think another one that, as you were speaking, kind of came to mind and thinking about like opportunity costs.
Like one of my more prouder ones that we did in recent history, like we've talked about COVID.
Every allocator, the moment the market was really crashing, got called by maybe Oak Tree, but all of the credit shops raised these like opportunistic, like put money in kind of vehicles, right?
which are compelling because they all try it out.
The nice chart, like if the GFC spreads widened by this much and that was obviously kind of temporary and look how much money you make once they compress.
And I think because of our long-term orientation, we look at that and we're like, that's probably true.
I believe that.
That's a pretty good investment.
And I think there's a lot of reasons why.
The lower downside, this is credit.
That would be a very nice, quick, juicy, I don't know, 20%, 30% IRR.
Assuming it all plays out, but then in a year or two, immediately, let's say you pull the PAR, you get cashed out at PAR.
That's a...
taxable gain.
Showing 401–420 of 493 · page 21 of 25
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