PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 92 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
92 EPISODES3 SHOWS
Language
The Data on America's Economic Split | Andrew Milgram Interview
Patrick O'ShaughnessyAndrew Milgram
Anonymized data from 1,200 US middle-market companies shows EBITDA down 20–25% since 2019, negative net profits for two years, and another 20% failing debt-service coverage in 2024.Tariffs above 5–6% could crush these firms, while private-credit defaults may be understated; waiver rates, amendment rates, and PIK exposure are more revealing than reported defaults.