Serengeti Senior Managing Director Ray Yousefian returns to Groundfloor's "Beyond the Stock Market" to discuss where the market cycle stands, with hyperscaler capex, interest rates and demand signals as the indicators he watches most. He covers pressure on software valuations, strength in semiconductors, credit stress among over-levered software businesses, and contrasts equity's compounding returns with private credit's income-oriented cash yield. The episode also outlines the Groundfloor–Serengeti partnership, framing stock finance as downside protection with capped upside relative to buying late-stage equity directly.
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